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
801
$67.7K ﹤0.01%
2,100
802
$67.7K ﹤0.01%
+840
803
$67.6K ﹤0.01%
18
804
$66.7K ﹤0.01%
11,800
805
$65.8K ﹤0.01%
288
-600
806
$64.5K ﹤0.01%
304
807
$64.3K ﹤0.01%
2,801
808
$64.2K ﹤0.01%
898
+581
809
$64K ﹤0.01%
570
+221
810
$63.7K ﹤0.01%
817
+3
811
$63.7K ﹤0.01%
253
812
$63.2K ﹤0.01%
739
+1
813
$63.1K ﹤0.01%
1,495
+18
814
$62.3K ﹤0.01%
1,472
-40
815
$61.9K ﹤0.01%
241
816
$61.8K ﹤0.01%
859
817
$61.8K ﹤0.01%
1,450
-355
818
$61.7K ﹤0.01%
225
-35
819
$61.3K ﹤0.01%
811
820
$61.1K ﹤0.01%
1,163
821
$60.4K ﹤0.01%
1,330
+700
822
$60.3K ﹤0.01%
222
823
$60K ﹤0.01%
1,164
-533
824
$59.5K ﹤0.01%
2,769
-111
825
$59.4K ﹤0.01%
801
+53
31 32
33
34 35