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
951
$32.8K ﹤0.01%
435
952
$32.8K ﹤0.01%
888
953
$32.8K ﹤0.01%
2,694
954
$32.6K ﹤0.01%
538
955
$32.5K ﹤0.01%
1,831
+10
956
$32.4K ﹤0.01%
800
957
$32.4K ﹤0.01%
350
-160
958
$32.4K ﹤0.01%
102
959
$32.3K ﹤0.01%
782
960
$32.1K ﹤0.01%
+600
961
$32.1K ﹤0.01%
73
962
$32K ﹤0.01%
160
-865
963
$31.8K ﹤0.01%
692
964
$31.7K ﹤0.01%
548
965
$31.7K ﹤0.01%
+1,080
966
$31.6K ﹤0.01%
306
967
$31.6K ﹤0.01%
419
+59
968
$31.4K ﹤0.01%
100
969
$31.4K ﹤0.01%
601
970
$31.3K ﹤0.01%
750
-271
971
$31.2K ﹤0.01%
2,125
972
$31K ﹤0.01%
639
973
$31K ﹤0.01%
828
974
$30.9K ﹤0.01%
1,764
+1,325
975
$30.8K ﹤0.01%
220
+10
37 38
39
40 41