AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
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 11.69%
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
951
$32.6K ﹤0.01%
538
952
$32.5K ﹤0.01%
1,831
+10
953
$32.4K ﹤0.01%
800
954
$32.4K ﹤0.01%
350
-160
955
$32.4K ﹤0.01%
102
956
$32.3K ﹤0.01%
782
957
$32.1K ﹤0.01%
+600
958
$32.1K ﹤0.01%
73
959
$32K ﹤0.01%
160
-865
960
$31.8K ﹤0.01%
692
961
$31.7K ﹤0.01%
548
962
$31.7K ﹤0.01%
+1,080
963
$31.6K ﹤0.01%
306
964
$31.6K ﹤0.01%
419
+59
965
$31.4K ﹤0.01%
100
966
$31.4K ﹤0.01%
601
967
$31.3K ﹤0.01%
750
-271
968
$31.2K ﹤0.01%
2,125
969
$31K ﹤0.01%
639
970
$31K ﹤0.01%
828
971
$30.9K ﹤0.01%
1,764
+1,325
972
$30.8K ﹤0.01%
220
+10
973
$30.8K ﹤0.01%
500
974
$30.6K ﹤0.01%
708
+300
975
$30.5K ﹤0.01%
480
37 38
39
40 41