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
626
$196K 0.01%
4,624
-16
627
$196K 0.01%
3,350
-1,513
628
$194K 0.01%
3,159
629
$194K 0.01%
502
-126
630
$193K 0.01%
3,784
+12
631
$192K 0.01%
873
632
$191K 0.01%
78,805
633
$191K 0.01%
1,976
+297
634
$191K 0.01%
4,925
-1,950
635
$188K 0.01%
1,798
-721
636
$185K ﹤0.01%
1,656
+1,330
637
$184K ﹤0.01%
3,825
638
$183K ﹤0.01%
1,666
+1,089
639
$182K ﹤0.01%
2,472
-9,729
640
$182K ﹤0.01%
4,964
+763
641
$182K ﹤0.01%
1,713
642
$181K ﹤0.01%
6,000
643
$180K ﹤0.01%
+4,470
644
$180K ﹤0.01%
26,500
645
$180K ﹤0.01%
1,898
-89
646
$178K ﹤0.01%
29,387
647
$176K ﹤0.01%
1,365
+138
648
$175K ﹤0.01%
40,000
649
$173K ﹤0.01%
1,705
650
$168K ﹤0.01%
1,900
24 25
26
27 28