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
751
$88.6K ﹤0.01%
1,666
-1,200
752
$88.6K ﹤0.01%
1,250
753
$88.2K ﹤0.01%
1,378
-683
754
$88K ﹤0.01%
1,514
755
$87.8K ﹤0.01%
+20,100
756
$86.6K ﹤0.01%
199
757
$86.6K ﹤0.01%
5,060
758
$85.5K ﹤0.01%
5,440
759
$84.9K ﹤0.01%
232
+64
760
$84.5K ﹤0.01%
1,593
761
$84.3K ﹤0.01%
2,811
762
$84.3K ﹤0.01%
376
763
$84.1K ﹤0.01%
1,205
764
$83.6K ﹤0.01%
4,550
765
$83.5K ﹤0.01%
500
766
$83.4K ﹤0.01%
1,308
-30
767
$82.3K ﹤0.01%
3,366
+883
768
$81.5K ﹤0.01%
500
769
$81.2K ﹤0.01%
406
770
$81.1K ﹤0.01%
2,995
771
$80.9K ﹤0.01%
3,446
+844
772
$80.7K ﹤0.01%
1,393
773
$80.3K ﹤0.01%
362
-114
774
$79.9K ﹤0.01%
63
775
$79.2K ﹤0.01%
906
29 30
31
32 33