AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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 11.69%
3 Healthcare 8.85%
4 Consumer Discretionary 7.84%
5 Financials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$282K 0.01%
3,003
552
$282K 0.01%
75,353
-17,135
553
$280K 0.01%
+12,590
554
$279K 0.01%
1,665
555
$278K 0.01%
3,936
556
$278K 0.01%
1,528
-237
557
$276K 0.01%
3,021
-100
558
$272K 0.01%
65,280
-44,813
559
$271K 0.01%
3,118
+28
560
$271K 0.01%
13,982
-170
561
$269K 0.01%
+725
562
$269K 0.01%
5,433
563
$268K 0.01%
369
+41
564
$267K 0.01%
8,642
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565
$266K 0.01%
9,729
-4,750
566
$265K 0.01%
2,718
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567
$264K 0.01%
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$263K 0.01%
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$261K 0.01%
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570
$261K 0.01%
1,287
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571
$261K 0.01%
115,959
572
$260K 0.01%
39,380
573
$260K 0.01%
2,738
574
$259K 0.01%
4,691
+1,031
575
$258K 0.01%
9,627
+1,655
21 22
23
24 25