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
701
$126K ﹤0.01%
1,092
702
$125K ﹤0.01%
5,688
-32,268
703
$125K ﹤0.01%
1,877
704
$123K ﹤0.01%
1,700
705
$122K ﹤0.01%
1,780
706
$121K ﹤0.01%
1,949
-67
707
$121K ﹤0.01%
6,500
708
$121K ﹤0.01%
1,656
-127
709
$120K ﹤0.01%
1,665
710
$119K ﹤0.01%
1,334
711
$119K ﹤0.01%
1,438
+3
712
$118K ﹤0.01%
4,300
713
$117K ﹤0.01%
1,730
-121
714
$117K ﹤0.01%
14,719
+6,000
715
$116K ﹤0.01%
1,420
716
$113K ﹤0.01%
7,000
717
$113K ﹤0.01%
561
-92
718
$112K ﹤0.01%
2,210
719
$112K ﹤0.01%
3,226
+38
720
$111K ﹤0.01%
2,305
721
$107K ﹤0.01%
3,770
-172
722
$106K ﹤0.01%
2,977
723
$104K ﹤0.01%
1,133
724
$104K ﹤0.01%
10,809
-200
725
$104K ﹤0.01%
11,000
27 28
29
30 31