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
976
$30.8K ﹤0.01%
500
977
$30.6K ﹤0.01%
708
+300
978
$30.5K ﹤0.01%
480
979
$30.5K ﹤0.01%
800
980
$30.3K ﹤0.01%
3,050
981
$30.2K ﹤0.01%
660
982
$30K ﹤0.01%
2,821
983
$30K ﹤0.01%
530
-24
984
$30K ﹤0.01%
2,135
-600
985
$29.8K ﹤0.01%
139
+36
986
$29.7K ﹤0.01%
358
987
$29.6K ﹤0.01%
400
988
$29.3K ﹤0.01%
200
989
$29.1K ﹤0.01%
400
-15,000
990
$29.1K ﹤0.01%
163
991
$28.8K ﹤0.01%
989
992
$28.8K ﹤0.01%
500
993
$28.8K ﹤0.01%
+902
994
$28.8K ﹤0.01%
200
995
$28.6K ﹤0.01%
1,539
996
$28.4K ﹤0.01%
300
997
$28.3K ﹤0.01%
1,325
998
$28.3K ﹤0.01%
900
+200
999
$28.1K ﹤0.01%
1,100
1000
$28K ﹤0.01%
164
-50
38 39
40
41 42