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
601
$225K 0.01%
12,700
602
$224K 0.01%
4,501
+1,893
603
$223K 0.01%
4,586
+172
604
$222K 0.01%
9,116
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605
$222K 0.01%
3,540
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606
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5,400
607
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1,436
-1,050
608
$219K 0.01%
91,278
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609
$215K 0.01%
2,295
+1
610
$214K 0.01%
7,050
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611
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4,284
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612
$213K 0.01%
3,099
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613
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722
614
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4,274
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615
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3,815
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616
$202K 0.01%
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617
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4,051
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620
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621
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991
622
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12,697
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623
$196K 0.01%
2,225
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624
$196K 0.01%
4,624
-16
625
$196K 0.01%
3,350
-1,513
23 24
25
26 27