AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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 11.69%
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
1201
$8.9K ﹤0.01%
2,000
1202
$8.89K ﹤0.01%
140
-45
1203
$8.78K ﹤0.01%
176
1204
$8.74K ﹤0.01%
101
1205
$8.69K ﹤0.01%
342
1206
$8.56K ﹤0.01%
29
1207
$8.52K ﹤0.01%
710
1208
$8.48K ﹤0.01%
4,000
1209
$8.46K ﹤0.01%
150
1210
$8.44K ﹤0.01%
750
1211
$8.4K ﹤0.01%
150
1212
$8.36K ﹤0.01%
89
1213
$8.32K ﹤0.01%
500
1214
$8.25K ﹤0.01%
1,320
1215
$8.21K ﹤0.01%
550
1216
$8.16K ﹤0.01%
1,068
1217
$8.09K ﹤0.01%
214
1218
$8.02K ﹤0.01%
206
1219
$8.01K ﹤0.01%
136
1220
$7.97K ﹤0.01%
+100
1221
$7.94K ﹤0.01%
120
1222
$7.94K ﹤0.01%
77
1223
$7.93K ﹤0.01%
21
1224
$7.86K ﹤0.01%
300
1225
$7.72K ﹤0.01%
642
47 48
49
50 51