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
1151
$12.7K ﹤0.01%
200
1152
$12.7K ﹤0.01%
82
1153
$12.7K ﹤0.01%
218
+187
1154
$12.4K ﹤0.01%
1,053
-200
1155
$12.1K ﹤0.01%
209
1156
$12.1K ﹤0.01%
1,419
1157
$11.9K ﹤0.01%
2
1158
$11.9K ﹤0.01%
1,300
1159
$11.9K ﹤0.01%
750
1160
$11.8K ﹤0.01%
630
1161
$11.8K ﹤0.01%
74
1162
$11.8K ﹤0.01%
375
1163
$11.8K ﹤0.01%
590
1164
$11.7K ﹤0.01%
200
1165
$11.6K ﹤0.01%
457
1166
$11.4K ﹤0.01%
4,000
1167
$11.4K ﹤0.01%
125
1168
$11.3K ﹤0.01%
+300
1169
$11.3K ﹤0.01%
+609
1170
$11.3K ﹤0.01%
774
+68
1171
$11.2K ﹤0.01%
256
1172
$11K ﹤0.01%
162
1173
$11K ﹤0.01%
77
1174
$10.9K ﹤0.01%
410
1175
$10.5K ﹤0.01%
239
-425
45 46
47
48 49