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
601
$226K 0.01%
7,809
+75
602
$226K 0.01%
4,904
+275
603
$225K 0.01%
12,700
604
$224K 0.01%
4,501
+1,893
605
$223K 0.01%
4,586
+172
606
$222K 0.01%
9,116
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607
$222K 0.01%
3,540
-900
608
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609
$220K 0.01%
1,436
-1,050
610
$219K 0.01%
91,278
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611
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2,295
+1
612
$214K 0.01%
7,050
-5,000
613
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4,284
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614
$213K 0.01%
3,099
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615
$206K 0.01%
722
616
$204K 0.01%
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$203K 0.01%
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618
$202K 0.01%
3,780
619
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3,130
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620
$201K 0.01%
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$201K 0.01%
4,051
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622
$201K 0.01%
1,901
623
$200K 0.01%
991
624
$198K 0.01%
12,697
+1,375
625
$196K 0.01%
2,225
+115
23 24
25
26 27