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
776
$78.7K ﹤0.01%
4,600
777
$78K ﹤0.01%
1,167
778
$77K ﹤0.01%
4,611
-699
779
$76.9K ﹤0.01%
1,750
-199,707
780
$76.7K ﹤0.01%
1,030
+101
781
$76.2K ﹤0.01%
1,525
782
$75.8K ﹤0.01%
970
783
$75.6K ﹤0.01%
1,081
-240
784
$75.3K ﹤0.01%
128
785
$75.2K ﹤0.01%
395
786
$75.1K ﹤0.01%
4,901
-3,466
787
$75K ﹤0.01%
7,396
788
$74.7K ﹤0.01%
3,299
789
$74.4K ﹤0.01%
700
790
$74.2K ﹤0.01%
6,100
791
$73.7K ﹤0.01%
3,470
792
$71.8K ﹤0.01%
612
793
$70.8K ﹤0.01%
1,600
794
$70.5K ﹤0.01%
1,219
795
$69.9K ﹤0.01%
2,304
796
$69.7K ﹤0.01%
874
+250
797
$69.4K ﹤0.01%
2,498
798
$69K ﹤0.01%
1,969
799
$68K ﹤0.01%
8,233
+1,666
800
$67.9K ﹤0.01%
347
30 31
32
33 34