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
576
$259K 0.01%
4,691
+1,031
577
$258K 0.01%
9,627
+1,655
578
$257K 0.01%
3,483
579
$257K 0.01%
5,550
580
$256K 0.01%
7,712
+1,145
581
$255K 0.01%
17,881
582
$254K 0.01%
2,190
-388
583
$248K 0.01%
8,907
+31
584
$242K 0.01%
4,529
+357
585
$242K 0.01%
4,527
586
$238K 0.01%
1,178
587
$237K 0.01%
12,590
588
$235K 0.01%
14,500
-4,000
589
$235K 0.01%
+2,334
590
$234K 0.01%
10,000
591
$234K 0.01%
6,363
-67
592
$233K 0.01%
2,564
-2,898
593
$231K 0.01%
8,140
594
$231K 0.01%
2,538
595
$228K 0.01%
2,842
-25
596
$228K 0.01%
444
597
$228K 0.01%
4,298
-122
598
$227K 0.01%
1,519
+261
599
$227K 0.01%
10,041
+3
600
$226K 0.01%
7,500
22 23
24
25 26