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
826
$59.1K ﹤0.01%
135
827
$59K ﹤0.01%
3,349
828
$58.8K ﹤0.01%
300
829
$57.7K ﹤0.01%
1,750
830
$57.5K ﹤0.01%
430
831
$56.5K ﹤0.01%
1,121
832
$56.1K ﹤0.01%
1,272
833
$55.7K ﹤0.01%
6,500
834
$55.3K ﹤0.01%
750
835
$54.9K ﹤0.01%
960
836
$54.8K ﹤0.01%
175
837
$54.6K ﹤0.01%
273
+144
838
$54.5K ﹤0.01%
2,600
839
$54.4K ﹤0.01%
548
840
$54.3K ﹤0.01%
5,699
841
$54.2K ﹤0.01%
900
-30
842
$53.8K ﹤0.01%
2,155
843
$53.2K ﹤0.01%
1,200
844
$52.9K ﹤0.01%
450
845
$52.5K ﹤0.01%
850
846
$52.4K ﹤0.01%
1,053
+301
847
$52.3K ﹤0.01%
540
-127
848
$52.2K ﹤0.01%
796
849
$52.2K ﹤0.01%
1,575
+975
850
$52K ﹤0.01%
864
32 33
34
35 36