AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
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
1176
$10.5K ﹤0.01%
232
-35
1177
$10.3K ﹤0.01%
112
1178
$10.3K ﹤0.01%
1,000
1179
$10.3K ﹤0.01%
66
-60
1180
$10.2K ﹤0.01%
183
1181
$10.2K ﹤0.01%
190
1182
$10.2K ﹤0.01%
310
1183
$10.1K ﹤0.01%
220
1184
$10K ﹤0.01%
108
1185
$10K ﹤0.01%
176
1186
$9.95K ﹤0.01%
950
1187
$9.87K ﹤0.01%
420
1188
$9.85K ﹤0.01%
+293
1189
$9.76K ﹤0.01%
43
1190
$9.76K ﹤0.01%
270
1191
$9.71K ﹤0.01%
3,900
1192
$9.7K ﹤0.01%
346
1193
$9.66K ﹤0.01%
361
1194
$9.63K ﹤0.01%
514
1195
$9.62K ﹤0.01%
152
1196
$9.61K ﹤0.01%
127
-3,442
1197
$9.58K ﹤0.01%
1,565
1198
$9.49K ﹤0.01%
108
1199
$9.31K ﹤0.01%
250
1200
$9.27K ﹤0.01%
157
+55
46 47
48
49 50