AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
+$65.6M
2
+$38.4M
3
+$17.3M
4
K
Kellanova
K
+$15.8M
5
KVUE icon
Kenvue
KVUE
+$11.7M

Top Sells

1
+$16.1M
2
+$15.2M
3
+$14.4M
4
GRBK icon
Green Brick Partners
GRBK
+$10.9M
5
SLVM icon
Sylvamo
SLVM
+$8.59M

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
851
$50.3K ﹤0.01%
700
852
$49.9K ﹤0.01%
112
853
$49.6K ﹤0.01%
+50,000
854
$48.9K ﹤0.01%
707
855
$48.5K ﹤0.01%
5,650
856
$47.8K ﹤0.01%
972
857
$47.7K ﹤0.01%
280
858
$47.5K ﹤0.01%
380
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$47.3K ﹤0.01%
600
860
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861
$46.9K ﹤0.01%
136
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862
$46.5K ﹤0.01%
5,000
863
$46.3K ﹤0.01%
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-606
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$46.1K ﹤0.01%
600
865
$46K ﹤0.01%
2,076
866
$45.9K ﹤0.01%
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869
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$45.3K ﹤0.01%
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$45K ﹤0.01%
190
873
$44.9K ﹤0.01%
1,091
874
$44.9K ﹤0.01%
8,000
875
$44.8K ﹤0.01%
254
-1,630
33 34
35
36 37