AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
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
551
$285K 0.01%
6,069
552
$283K 0.01%
+38,270
553
$282K 0.01%
3,003
554
$282K 0.01%
75,353
-17,135
555
$280K 0.01%
+12,590
556
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557
$278K 0.01%
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558
$278K 0.01%
1,528
-237
559
$276K 0.01%
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560
$272K 0.01%
65,280
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561
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562
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13,982
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563
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564
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369
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1,287
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573
$261K 0.01%
115,959
574
$260K 0.01%
39,380
575
$260K 0.01%
2,738
21 22
23
24 25