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
851
$51.8K ﹤0.01%
5,000
852
$51.6K ﹤0.01%
1,579
853
$51.5K ﹤0.01%
1,065
854
$50.3K ﹤0.01%
700
855
$49.9K ﹤0.01%
112
856
$49.6K ﹤0.01%
+50,000
857
$48.9K ﹤0.01%
707
858
$48.5K ﹤0.01%
5,650
859
$47.8K ﹤0.01%
972
860
$47.7K ﹤0.01%
280
861
$47.5K ﹤0.01%
380
862
$47.3K ﹤0.01%
600
863
$47.2K ﹤0.01%
899
864
$46.9K ﹤0.01%
136
+118
865
$46.5K ﹤0.01%
5,000
866
$46.3K ﹤0.01%
609
-606
867
$46.1K ﹤0.01%
600
868
$46K ﹤0.01%
2,076
869
$45.9K ﹤0.01%
1,850
870
$45.9K ﹤0.01%
757
-545
871
$45.8K ﹤0.01%
2,000
872
$45.5K ﹤0.01%
198
+99
873
$45.4K ﹤0.01%
3,522
-112
874
$45.3K ﹤0.01%
5,667
875
$45K ﹤0.01%
190
33 34
35
36 37