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
676
$142K ﹤0.01%
7,328
-2,350
677
$141K ﹤0.01%
3,000
+2,000
678
$140K ﹤0.01%
25,590
679
$140K ﹤0.01%
4,100
680
$139K ﹤0.01%
9,700
-30
681
$138K ﹤0.01%
15,989
682
$137K ﹤0.01%
23,205
683
$136K ﹤0.01%
3,039
+201
684
$135K ﹤0.01%
5,709
-1,312
685
$135K ﹤0.01%
1,430
686
$134K ﹤0.01%
3,508
-3,470
687
$133K ﹤0.01%
2,122
-675
688
$133K ﹤0.01%
4,200
689
$133K ﹤0.01%
783
-15
690
$131K ﹤0.01%
875
691
$131K ﹤0.01%
14,040
-5,036
692
$131K ﹤0.01%
3,500
-9,100
693
$128K ﹤0.01%
1,271
694
$127K ﹤0.01%
1,137
695
$127K ﹤0.01%
5,597
696
$127K ﹤0.01%
5,500
697
$126K ﹤0.01%
12,227
698
$126K ﹤0.01%
1,092
699
$125K ﹤0.01%
5,688
-32,268
700
$125K ﹤0.01%
1,877
26 27
28
29 30