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
901
$41.5K ﹤0.01%
6,000
902
$41.4K ﹤0.01%
5,712
903
$40.6K ﹤0.01%
4,000
904
$40.1K ﹤0.01%
280
+214
905
$40K ﹤0.01%
757
906
$39.8K ﹤0.01%
900
907
$39.8K ﹤0.01%
568,552
908
$39.6K ﹤0.01%
977
-350
909
$39.6K ﹤0.01%
380
+230
910
$39.6K ﹤0.01%
+195
911
$39.3K ﹤0.01%
400
912
$39K ﹤0.01%
991
913
$38.9K ﹤0.01%
250
914
$38.3K ﹤0.01%
3,000
915
$38.1K ﹤0.01%
4,338
916
$38K ﹤0.01%
409
917
$37.9K ﹤0.01%
485
+175
918
$37.7K ﹤0.01%
2,052
+3
919
$37.5K ﹤0.01%
2,500
920
$37.2K ﹤0.01%
634
+70
921
$37.1K ﹤0.01%
600
922
$37K ﹤0.01%
5,000
923
$36.3K ﹤0.01%
335
-125
924
$36.1K ﹤0.01%
298
925
$36K ﹤0.01%
1,924
+1,300
35 36
37
38 39