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
676
$147K ﹤0.01%
2,000
677
$143K ﹤0.01%
207
+7
678
$143K ﹤0.01%
164,097
-19,810
679
$142K ﹤0.01%
7,328
-2,350
680
$141K ﹤0.01%
3,000
+2,000
681
$140K ﹤0.01%
25,590
682
$140K ﹤0.01%
4,100
683
$139K ﹤0.01%
9,700
-30
684
$138K ﹤0.01%
15,989
685
$137K ﹤0.01%
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686
$136K ﹤0.01%
3,039
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687
$135K ﹤0.01%
5,709
-1,312
688
$135K ﹤0.01%
1,430
689
$134K ﹤0.01%
3,508
-3,470
690
$133K ﹤0.01%
2,122
-675
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$133K ﹤0.01%
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692
$133K ﹤0.01%
783
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693
$131K ﹤0.01%
875
694
$131K ﹤0.01%
14,040
-5,036
695
$131K ﹤0.01%
3,500
-9,100
696
$128K ﹤0.01%
1,271
697
$127K ﹤0.01%
1,137
698
$127K ﹤0.01%
5,597
699
$127K ﹤0.01%
5,500
700
$126K ﹤0.01%
12,227
26 27
28
29 30