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
651
$168K ﹤0.01%
1,356
-150
652
$167K ﹤0.01%
1,254
653
$166K ﹤0.01%
18,365
-1,000
654
$166K ﹤0.01%
851
655
$165K ﹤0.01%
1,152
656
$164K ﹤0.01%
7,382
657
$163K ﹤0.01%
33,500
658
$162K ﹤0.01%
2,800
659
$161K ﹤0.01%
771
+261
660
$160K ﹤0.01%
16,270
661
$159K ﹤0.01%
1,475
662
$158K ﹤0.01%
192
-13
663
$157K ﹤0.01%
1,428
+224
664
$157K ﹤0.01%
5,900
665
$156K ﹤0.01%
3,157
+1,381
666
$156K ﹤0.01%
15,000
667
$155K ﹤0.01%
13,450
668
$155K ﹤0.01%
6,937
669
$154K ﹤0.01%
933
670
$154K ﹤0.01%
1,955
671
$153K ﹤0.01%
2,363
672
$152K ﹤0.01%
10,000
673
$151K ﹤0.01%
3,453
-883
674
$150K ﹤0.01%
15,445
675
$149K ﹤0.01%
3,615
+1,251
25 26
27
28 29