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
1001
$27.8K ﹤0.01%
310
1002
$27.5K ﹤0.01%
330
1003
$27.4K ﹤0.01%
500
1004
$27.3K ﹤0.01%
2,157
+20
1005
$27.1K ﹤0.01%
255
1006
$27K ﹤0.01%
398
1007
$26.8K ﹤0.01%
+642
1008
$26.7K ﹤0.01%
+1,100
1009
$26.7K ﹤0.01%
400
1010
$26.4K ﹤0.01%
100
1011
$26.4K ﹤0.01%
2,012
-75
1012
$26.3K ﹤0.01%
352
1013
$26.2K ﹤0.01%
448
1014
$26.1K ﹤0.01%
420
1015
$26K ﹤0.01%
1,495
1016
$25.9K ﹤0.01%
500
1017
$25.5K ﹤0.01%
685
-85,240
1018
$25.1K ﹤0.01%
1,368
1019
$25K ﹤0.01%
+189
1020
$24.7K ﹤0.01%
1,000
1021
$24.4K ﹤0.01%
352
+290
1022
$24.4K ﹤0.01%
1,400
1023
$24.4K ﹤0.01%
1,035
1024
$24.4K ﹤0.01%
1,245
-345
1025
$24.3K ﹤0.01%
2,000
39 40
41
42 43