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
926
$36K ﹤0.01%
1,600
927
$35.7K ﹤0.01%
881
+719
928
$35.6K ﹤0.01%
1,105
929
$35.4K ﹤0.01%
4,298
930
$35.3K ﹤0.01%
1,455
+175
931
$35.3K ﹤0.01%
1,490
932
$35.1K ﹤0.01%
600
+100
933
$35K ﹤0.01%
594
934
$34.8K ﹤0.01%
1,019
935
$34.4K ﹤0.01%
1,270
936
$34.3K ﹤0.01%
348
937
$34.2K ﹤0.01%
1,200
938
$34.1K ﹤0.01%
1,076
939
$33.7K ﹤0.01%
1,338
940
$33.6K ﹤0.01%
436
941
$33.5K ﹤0.01%
218
942
$33.4K ﹤0.01%
3,199
943
$33.3K ﹤0.01%
1,165
-120
944
$33.2K ﹤0.01%
1,560
945
$33.2K ﹤0.01%
900
946
$33.2K ﹤0.01%
1,000
947
$33.1K ﹤0.01%
411
+61
948
$33K ﹤0.01%
1,090
949
$33K ﹤0.01%
1,576
950
$32.8K ﹤0.01%
720
36 37
38
39 40