AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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 +$65.6M
2 +$38.4M
3 +$17.3M
4
K
Kellanova
K
+$15.8M
5
KVUE icon
Kenvue
KVUE
+$11.7M

Top Sells

1 +$16.1M
2 +$15.2M
3 +$14.4M
4
GRBK icon
Green Brick Partners
GRBK
+$10.9M
5
SLVM icon
Sylvamo
SLVM
+$8.59M

Sector Composition

1 Industrials 21.4%
2 Technology 11.69%
3 Healthcare 8.85%
4 Consumer Discretionary 7.84%
5 Financials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$10.2K ﹤0.01%
183
1177
$10.2K ﹤0.01%
190
1178
$10.2K ﹤0.01%
310
1179
$10.1K ﹤0.01%
220
1180
$10K ﹤0.01%
108
1181
$10K ﹤0.01%
176
1182
$9.95K ﹤0.01%
950
1183
$9.87K ﹤0.01%
420
1184
$9.85K ﹤0.01%
+293
1185
$9.76K ﹤0.01%
43
1186
$9.76K ﹤0.01%
270
1187
$9.71K ﹤0.01%
3,900
1188
$9.7K ﹤0.01%
346
1189
$9.66K ﹤0.01%
361
1190
$9.63K ﹤0.01%
514
1191
$9.62K ﹤0.01%
152
1192
$9.61K ﹤0.01%
127
-3,442
1193
$9.58K ﹤0.01%
1,565
1194
$9.49K ﹤0.01%
108
1195
$9.31K ﹤0.01%
250
1196
$9.27K ﹤0.01%
157
+55
1197
$9.23K ﹤0.01%
27
1198
$8.99K ﹤0.01%
54
1199
$8.93K ﹤0.01%
215
1200
$8.9K ﹤0.01%
308