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
51
$13.7M 0.36%
80,748
+1,120
52
$13.4M 0.36%
1,105,873
-293,063
53
$13.1M 0.35%
82,656
-2,785
54
$12.8M 0.34%
32,230
-1,056
55
$12.7M 0.34%
79,510
-503
56
$12.4M 0.33%
84,172
-444
57
$12.2M 0.32%
196,679
-8,863
58
$12.2M 0.32%
93,420
-2,276
59
$11.7M 0.31%
676,554
-272,436
60
$11.7M 0.31%
1,975,000
-943,274
61
$11.6M 0.31%
31,170
+9,389
62
$11.3M 0.3%
310,509
+1,359
63
$11.3M 0.3%
19,999
-533
64
$11.2M 0.3%
225,490
-9,735
65
$10.9M 0.29%
659,622
+102,837
66
$10.5M 0.28%
73,606
+1
67
$10.5M 0.28%
308,600
+3,929
68
$10.4M 0.28%
252,022
-43,566
69
$10.3M 0.27%
126,806
-2,897
70
$10.2M 0.27%
38,126
-525
71
$10.1M 0.27%
+504,607
72
$10M 0.27%
156,162
-16,458
73
$10M 0.27%
138,773
+2,482
74
$9.76M 0.26%
299,592
-1,093
75
$9.59M 0.25%
289,089
-159,460
1 2
3
4 5