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
101
$7.66M 0.2%
+285,790
102
$7.58M 0.2%
193,232
-450
103
$7.5M 0.2%
343,593
+297,733
104
$7.34M 0.19%
288,271
+225,887
105
$7.25M 0.19%
442,850
-5,000
106
$7.24M 0.19%
79,080
+89
107
$7.2M 0.19%
158,580
-1,230
108
$7.13M 0.19%
163,014
-1,056
109
$7.03M 0.19%
34,571
+6,386
110
$7M 0.19%
32,942
-278
111
$6.85M 0.18%
91,193
+346
112
$6.73M 0.18%
126,303
+3,951
113
$6.72M 0.18%
151,549
-1,774
114
$6.7M 0.18%
444,019
+36,670
115
$6.65M 0.18%
164,840
+4,020
116
$6.6M 0.18%
18,414
-823
117
$6.53M 0.17%
47,338
+5,044
118
$6.4M 0.17%
98,049
+98,000
119
$6.4M 0.17%
86,234
-7,120
120
$6.39M 0.17%
812,450
+399,190
121
$6.33M 0.17%
339,665
+54,160
122
$6.25M 0.17%
79,830
+38,670
123
$6.18M 0.16%
161,737
-67,801
124
$6.16M 0.16%
43,488
+2,625
125
$6.16M 0.16%
1,997
-106
3 4
5
6 7