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
1076
$18.6K ﹤0.01%
188
+38
1077
$18.5K ﹤0.01%
400
1078
$18.5K ﹤0.01%
2,290
-156,529
1079
$18.4K ﹤0.01%
496
1080
$18.4K ﹤0.01%
1,000
1081
$18.4K ﹤0.01%
500
1082
$18.3K ﹤0.01%
385
1083
$18.2K ﹤0.01%
478
1084
$18.2K ﹤0.01%
1,103
1085
$18.1K ﹤0.01%
431
-75
1086
$18K ﹤0.01%
1,636
1087
$18K ﹤0.01%
100
1088
$17.7K ﹤0.01%
62
1089
$17.7K ﹤0.01%
1,782
+20
1090
$17.7K ﹤0.01%
352
1091
$17.4K ﹤0.01%
1,400
-1
1092
$17.3K ﹤0.01%
177
1093
$17.2K ﹤0.01%
943
1094
$17.1K ﹤0.01%
12,060
1095
$17.1K ﹤0.01%
200
1096
$17K ﹤0.01%
366
1097
$16.7K ﹤0.01%
324
1098
$16.6K ﹤0.01%
150
-3,770
1099
$16.6K ﹤0.01%
77
+52
1100
$16.6K ﹤0.01%
351
-47
42 43
44
45 46