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
1026
$24.2K ﹤0.01%
2,000
1027
$23.9K ﹤0.01%
174
-53
1028
$23.7K ﹤0.01%
1,250
1029
$23.5K ﹤0.01%
400
1030
$23.4K ﹤0.01%
391
+6
1031
$23.3K ﹤0.01%
367
+3
1032
$23.3K ﹤0.01%
2,613
1033
$23.3K ﹤0.01%
409
1034
$23.2K ﹤0.01%
350
1035
$23.2K ﹤0.01%
297
1036
$23.1K ﹤0.01%
445
1037
$23K ﹤0.01%
548
+32
1038
$22.9K ﹤0.01%
454
1039
$22.9K ﹤0.01%
351
1040
$22.8K ﹤0.01%
3,400
1041
$22.7K ﹤0.01%
659
+7
1042
$22.7K ﹤0.01%
500
1043
$22.7K ﹤0.01%
+140
1044
$22.6K ﹤0.01%
1,000
1045
$22.6K ﹤0.01%
220
-40
1046
$22.3K ﹤0.01%
203
1047
$22.2K ﹤0.01%
325
1048
$22.2K ﹤0.01%
20
1049
$22.1K ﹤0.01%
62
1050
$22K ﹤0.01%
297
40 41
42
43 44