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
76
$9.4M 0.25%
124,240
-1,852
77
$9.25M 0.25%
104,149
+12,949
78
$9.16M 0.24%
43,979
+2,467
79
$8.98M 0.24%
166,964
-4,960
80
$8.87M 0.24%
75,440
+772
81
$8.87M 0.24%
286,870
-1,200
82
$8.7M 0.23%
20,356
-220
83
$8.63M 0.23%
242,485
-6,303
84
$8.44M 0.22%
611,705
+11,920
85
$8.3M 0.22%
74,770
-794
86
$8.29M 0.22%
47,593
-87,263
87
$8.24M 0.22%
53,387
-3,135
88
$8.18M 0.22%
87,007
-3,782
89
$8.15M 0.22%
76,034
-1,574
90
$8.03M 0.21%
1,132,300
-121,196
91
$7.95M 0.21%
181,813
+10,846
92
$7.9M 0.21%
83,739
-8,935
93
$7.83M 0.21%
34,051
+456
94
$7.83M 0.21%
279,105
-116,970
95
$7.83M 0.21%
237,537
-4,718
96
$7.82M 0.21%
108,716
+27,965
97
$7.81M 0.21%
726,592
-371,265
98
$7.7M 0.2%
177,000
-15,090
99
$7.67M 0.2%
+42,000
100
$7.66M 0.2%
88,850
+44,360
2 3
4
5 6