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
1051
$21.9K ﹤0.01%
3,300
1052
$21.8K ﹤0.01%
667
+150
1053
$21.7K ﹤0.01%
3,500
1054
$21.5K ﹤0.01%
500
1055
$21.5K ﹤0.01%
10,000
1056
$21.3K ﹤0.01%
538
+2
1057
$21.3K ﹤0.01%
1,000
1058
$21.1K ﹤0.01%
4,000
1059
$21K ﹤0.01%
137
1060
$21K ﹤0.01%
471
1061
$20.9K ﹤0.01%
624
1062
$20.8K ﹤0.01%
70
+1
1063
$20.6K ﹤0.01%
864
1064
$20.5K ﹤0.01%
1,250
1065
$20.1K ﹤0.01%
600
1066
$19.9K ﹤0.01%
120
1067
$19.7K ﹤0.01%
2,489
+46
1068
$19.7K ﹤0.01%
217
1069
$19.6K ﹤0.01%
700
1070
$19.5K ﹤0.01%
875
1071
$19.5K ﹤0.01%
300
1072
$19.3K ﹤0.01%
280
1073
$19.3K ﹤0.01%
3,000
1074
$19K ﹤0.01%
349
1075
$18.9K ﹤0.01%
1,000
41 42
43
44 45