AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
+$65.6M
2
+$38.4M
3
+$17.3M
4
K
Kellanova
K
+$15.8M
5
KVUE icon
Kenvue
KVUE
+$11.7M

Top Sells

1
+$16.1M
2
+$15.2M
3
+$14.4M
4
GRBK icon
Green Brick Partners
GRBK
+$10.9M
5
SLVM icon
Sylvamo
SLVM
+$8.59M

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
976
$30.5K ﹤0.01%
800
977
$30.3K ﹤0.01%
3,050
978
$30.2K ﹤0.01%
660
979
$30K ﹤0.01%
2,821
980
$30K ﹤0.01%
530
-24
981
$30K ﹤0.01%
2,135
-600
982
$29.8K ﹤0.01%
139
+36
983
$29.7K ﹤0.01%
358
984
$29.6K ﹤0.01%
400
985
$29.3K ﹤0.01%
200
986
$29.1K ﹤0.01%
400
-15,000
987
$29.1K ﹤0.01%
163
988
$28.8K ﹤0.01%
989
989
$28.8K ﹤0.01%
500
990
$28.8K ﹤0.01%
+902
991
$28.8K ﹤0.01%
200
992
$28.6K ﹤0.01%
1,539
993
$28.4K ﹤0.01%
300
994
$28.3K ﹤0.01%
1,325
995
$28.3K ﹤0.01%
900
+200
996
$28.1K ﹤0.01%
1,100
997
$28K ﹤0.01%
164
-50
998
$27.8K ﹤0.01%
310
999
$27.5K ﹤0.01%
330
1000
$27.4K ﹤0.01%
500
38 39
40
41 42