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
801
$66.7K ﹤0.01%
11,800
802
$65.8K ﹤0.01%
288
-600
803
$64.5K ﹤0.01%
304
804
$64.3K ﹤0.01%
2,801
805
$64.2K ﹤0.01%
898
+581
806
$64K ﹤0.01%
570
+221
807
$63.7K ﹤0.01%
817
+3
808
$63.7K ﹤0.01%
253
809
$63.2K ﹤0.01%
739
+1
810
$63.1K ﹤0.01%
1,495
+18
811
$62.3K ﹤0.01%
1,472
-40
812
$61.9K ﹤0.01%
241
813
$61.8K ﹤0.01%
859
814
$61.8K ﹤0.01%
1,450
-355
815
$61.7K ﹤0.01%
225
-35
816
$61.3K ﹤0.01%
811
817
$61.1K ﹤0.01%
1,163
818
$60.4K ﹤0.01%
1,330
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819
$60.3K ﹤0.01%
222
820
$60K ﹤0.01%
1,164
-533
821
$59.5K ﹤0.01%
2,769
-111
822
$59.4K ﹤0.01%
801
+53
823
$59.1K ﹤0.01%
135
824
$59K ﹤0.01%
3,349
825
$58.8K ﹤0.01%
300
31 32
33
34 35