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
1026
$23.5K ﹤0.01%
400
1027
$23.4K ﹤0.01%
98
+2
1028
$23.3K ﹤0.01%
367
+3
1029
$23.3K ﹤0.01%
2,613
1030
$23.3K ﹤0.01%
409
1031
$23.2K ﹤0.01%
350
1032
$23.2K ﹤0.01%
297
1033
$23.1K ﹤0.01%
445
1034
$23K ﹤0.01%
548
+32
1035
$22.9K ﹤0.01%
454
1036
$22.9K ﹤0.01%
351
1037
$22.8K ﹤0.01%
3,400
1038
$22.7K ﹤0.01%
659
+7
1039
$22.7K ﹤0.01%
500
1040
$22.7K ﹤0.01%
+140
1041
$22.6K ﹤0.01%
1,000
1042
$22.6K ﹤0.01%
220
-40
1043
$22.3K ﹤0.01%
203
1044
$22.2K ﹤0.01%
325
1045
$22.2K ﹤0.01%
20
1046
$22.1K ﹤0.01%
62
1047
$22K ﹤0.01%
394
1048
$21.9K ﹤0.01%
3,300
1049
$21.8K ﹤0.01%
667
+150
1050
$21.7K ﹤0.01%
3,500