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
1126
$13.8K ﹤0.01%
223
1127
$13.7K ﹤0.01%
443
1128
$13.7K ﹤0.01%
158
1129
$13.7K ﹤0.01%
800
1130
$13.6K ﹤0.01%
290
1131
$13.6K ﹤0.01%
185
1132
$13.6K ﹤0.01%
347
1133
$13.5K ﹤0.01%
500
1134
$13.4K ﹤0.01%
892
-7
1135
$13.4K ﹤0.01%
174
1136
$13.4K ﹤0.01%
1,786
1137
$13.4K ﹤0.01%
300
1138
$13.3K ﹤0.01%
109
1139
$13.3K ﹤0.01%
166
1140
$13.3K ﹤0.01%
2,299
1141
$13.2K ﹤0.01%
450
1142
$13.2K ﹤0.01%
+50
1143
$13.1K ﹤0.01%
34
1144
$13.1K ﹤0.01%
389
-3,636
1145
$13.1K ﹤0.01%
750
+200
1146
$13K ﹤0.01%
71
1147
$12.9K ﹤0.01%
+320
1148
$12.8K ﹤0.01%
100
1149
$12.8K ﹤0.01%
1,657
1150
$12.8K ﹤0.01%
500
-500
44 45
46
47 48