AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
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 11.69%
3 Healthcare 8.85%
4 Consumer Discretionary 7.84%
5 Financials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$88K ﹤0.01%
1,514
752
$87.8K ﹤0.01%
+20,100
753
$86.6K ﹤0.01%
199
754
$86.6K ﹤0.01%
5,060
755
$85.5K ﹤0.01%
5,440
756
$84.9K ﹤0.01%
232
+64
757
$84.5K ﹤0.01%
1,593
758
$84.3K ﹤0.01%
2,811
759
$84.3K ﹤0.01%
376
760
$84.1K ﹤0.01%
1,205
761
$83.6K ﹤0.01%
4,550
762
$83.5K ﹤0.01%
500
763
$83.4K ﹤0.01%
1,308
-30
764
$82.3K ﹤0.01%
3,366
+883
765
$81.5K ﹤0.01%
500
766
$81.2K ﹤0.01%
406
767
$81.1K ﹤0.01%
3,141
768
$80.9K ﹤0.01%
3,446
+844
769
$80.7K ﹤0.01%
1,393
770
$80.3K ﹤0.01%
362
-114
771
$79.9K ﹤0.01%
63
772
$79.2K ﹤0.01%
906
773
$78.7K ﹤0.01%
4,600
774
$78K ﹤0.01%
1,167
775
$77K ﹤0.01%
4,611
-699
29 30
31
32 33