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
1226
$7.94K ﹤0.01%
77
1227
$7.93K ﹤0.01%
21
1228
$7.86K ﹤0.01%
300
1229
$7.72K ﹤0.01%
642
1230
$7.7K ﹤0.01%
200
1231
$7.69K ﹤0.01%
256
+206
1232
$7.67K ﹤0.01%
100
1233
$7.63K ﹤0.01%
+121
1234
$7.63K ﹤0.01%
200
1235
$7.57K ﹤0.01%
175
1236
$7.51K ﹤0.01%
1,386
1237
$7.51K ﹤0.01%
400
1238
$7.47K ﹤0.01%
100
1239
$7.29K ﹤0.01%
85
1240
$7.24K ﹤0.01%
+200
1241
$7.22K ﹤0.01%
148
1242
$7.14K ﹤0.01%
250
1243
$7.12K ﹤0.01%
55
1244
$7.02K ﹤0.01%
86
1245
$6.93K ﹤0.01%
189
1246
$6.91K ﹤0.01%
3,336
1247
$6.73K ﹤0.01%
251
1248
$6.68K ﹤0.01%
257
1249
$6.68K ﹤0.01%
10,000
1250
$6.62K ﹤0.01%
143
48 49
50
51 52