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
576
$257K 0.01%
3,483
577
$257K 0.01%
5,550
578
$256K 0.01%
7,712
+1,145
579
$255K 0.01%
17,881
580
$254K 0.01%
2,190
-388
581
$248K 0.01%
8,907
+31
582
$242K 0.01%
4,529
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583
$242K 0.01%
4,527
584
$238K 0.01%
1,178
585
$237K 0.01%
12,590
586
$235K 0.01%
14,500
-4,000
587
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+2,334
588
$234K 0.01%
10,000
589
$234K 0.01%
6,363
-67
590
$233K 0.01%
2,564
-2,898
591
$231K 0.01%
8,140
592
$231K 0.01%
2,538
593
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-25
594
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595
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4,298
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596
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10,041
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598
$226K 0.01%
7,500
599
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7,809
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600
$226K 0.01%
4,904
+275
22 23
24
25 26