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
726
$104K ﹤0.01%
3,400
727
$102K ﹤0.01%
3,140
+758
728
$102K ﹤0.01%
4,297
-263
729
$102K ﹤0.01%
2,754
-37
730
$101K ﹤0.01%
916
731
$101K ﹤0.01%
3,006
732
$99.8K ﹤0.01%
7,609
733
$99.2K ﹤0.01%
202
734
$99.2K ﹤0.01%
5,000
735
$99.1K ﹤0.01%
742
-80
736
$98.6K ﹤0.01%
1,085
737
$98.5K ﹤0.01%
1,000
738
$98.1K ﹤0.01%
874
+108
739
$97.3K ﹤0.01%
1,268
+668
740
$96.4K ﹤0.01%
17,338
741
$94.4K ﹤0.01%
14,075
-3,100
742
$94.2K ﹤0.01%
+4,072
743
$93.6K ﹤0.01%
1,150
744
$93.5K ﹤0.01%
1,050
745
$91.5K ﹤0.01%
8,500
746
$91K ﹤0.01%
1,000
747
$90.8K ﹤0.01%
4,384
+320
748
$90.2K ﹤0.01%
3,544
-1,279
749
$89.2K ﹤0.01%
3,796
-20
750
$88.7K ﹤0.01%
600
28 29
30
31 32