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
876
$44.9K ﹤0.01%
1,091
877
$44.9K ﹤0.01%
8,000
878
$44.8K ﹤0.01%
254
-1,630
879
$44.8K ﹤0.01%
1,250
880
$44.6K ﹤0.01%
3,750
881
$44.3K ﹤0.01%
392
+375
882
$44.1K ﹤0.01%
+2,298
883
$44.1K ﹤0.01%
1,614
884
$44.1K ﹤0.01%
892
-60
885
$43.8K ﹤0.01%
167
886
$43.8K ﹤0.01%
1,100
887
$43.2K ﹤0.01%
452
888
$43K ﹤0.01%
1,450
889
$43K ﹤0.01%
1,883
890
$42.9K ﹤0.01%
711
891
$42.7K ﹤0.01%
2,090
892
$42.5K ﹤0.01%
352
+340
893
$42.5K ﹤0.01%
8,400
894
$42.5K ﹤0.01%
264
895
$42.4K ﹤0.01%
375
896
$42.1K ﹤0.01%
206
897
$42.1K ﹤0.01%
1,865
898
$41.9K ﹤0.01%
707
899
$41.9K ﹤0.01%
880
900
$41.6K ﹤0.01%
612
+48
34 35
36
37 38