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
1201
$9.23K ﹤0.01%
27
1202
$8.99K ﹤0.01%
54
1203
$8.93K ﹤0.01%
215
1204
$8.9K ﹤0.01%
308
1205
$8.9K ﹤0.01%
2,000
1206
$8.89K ﹤0.01%
140
-45
1207
$8.78K ﹤0.01%
176
1208
$8.74K ﹤0.01%
101
1209
$8.69K ﹤0.01%
342
1210
$8.56K ﹤0.01%
29
1211
$8.52K ﹤0.01%
710
1212
$8.48K ﹤0.01%
4,000
1213
$8.46K ﹤0.01%
150
1214
$8.44K ﹤0.01%
750
1215
$8.4K ﹤0.01%
150
1216
$8.36K ﹤0.01%
89
1217
$8.32K ﹤0.01%
500
1218
$8.25K ﹤0.01%
1,320
1219
$8.21K ﹤0.01%
550
1220
$8.16K ﹤0.01%
1,068
1221
$8.09K ﹤0.01%
214
1222
$8.02K ﹤0.01%
206
1223
$8.01K ﹤0.01%
136
1224
$7.97K ﹤0.01%
+100
1225
$7.94K ﹤0.01%
120