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
1101
$16.5K ﹤0.01%
1,000
1102
$16.4K ﹤0.01%
1,000
1103
$16.4K ﹤0.01%
360
1104
$16.2K ﹤0.01%
8,000
1105
$16.1K ﹤0.01%
176
+4
1106
$16K ﹤0.01%
800
1107
$16K ﹤0.01%
+561
1108
$15.9K ﹤0.01%
138
+64
1109
$15.9K ﹤0.01%
+467
1110
$15.8K ﹤0.01%
1,000
1111
$15.5K ﹤0.01%
500
-500
1112
$15.4K ﹤0.01%
1,854
1113
$15.4K ﹤0.01%
220
1114
$15.2K ﹤0.01%
590
1115
$15K ﹤0.01%
400
1116
$15K ﹤0.01%
1,000
1117
$14.9K ﹤0.01%
138
1118
$14.8K ﹤0.01%
2,500
1119
$14.7K ﹤0.01%
200
1120
$14.7K ﹤0.01%
88
-34
1121
$14.6K ﹤0.01%
1,000
1122
$14.5K ﹤0.01%
300
1123
$14.3K ﹤0.01%
200
1124
$13.8K ﹤0.01%
366
1125
$13.8K ﹤0.01%
543
+1
43 44
45
46 47