AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73B
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,895
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$37.2M
3
+$15.5M
4
K icon
Kellanova
K
+$14.9M
5
KVUE icon
Kenvue
KVUE
+$10.1M

Top Sells

1
+$15.2M
2
+$13.4M
3
+$12.5M
4
SLVM icon
Sylvamo
SLVM
+$8.78M
5
RBA icon
RB Global
RBA
+$8.16M

Sector Composition

1 Industrials 21.4%
2 Technology 11.63%
3 Healthcare 8.85%
4 Consumer Discretionary 7.84%
5 Financials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$322K 0.01%
4,298
+64
527
$322K 0.01%
24,182
+2,179
528
$320K 0.01%
18,739
-427
529
$319K 0.01%
+3,320
530
$318K 0.01%
145,690
531
$315K 0.01%
2,226
-660
532
$313K 0.01%
5,545
533
$313K 0.01%
3,532
-12
534
$312K 0.01%
14,565
+1,173
535
$311K 0.01%
78,373
536
$311K 0.01%
11,763
-10
537
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12,505
-27
538
$308K 0.01%
9,222
539
$305K 0.01%
6,203
540
$304K 0.01%
4,602
+171
541
$304K 0.01%
2,102
542
$303K 0.01%
11,968
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543
$302K 0.01%
15,107
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544
$300K 0.01%
23,141
545
$293K 0.01%
15,142
+1,250
546
$293K 0.01%
4,300
+76
547
$293K 0.01%
16,904
-443
548
$292K 0.01%
2,877
+484
549
$288K 0.01%
829
+56
550
$288K 0.01%
3,035
20 21
22
23 24