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
1251
$6.57K ﹤0.01%
200
1252
$6.55K ﹤0.01%
111
1253
$6.49K ﹤0.01%
90
1254
$6.45K ﹤0.01%
192
1255
$6.38K ﹤0.01%
284
1256
$6.24K ﹤0.01%
690
+70
1257
$6.05K ﹤0.01%
95
1258
$6K ﹤0.01%
200
1259
$5.92K ﹤0.01%
108
1260
$5.88K ﹤0.01%
74
1261
$5.87K ﹤0.01%
30
1262
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500
1263
$5.84K ﹤0.01%
330
1264
$5.71K ﹤0.01%
58
-2,574
1265
$5.66K ﹤0.01%
151
+70
1266
$5.61K ﹤0.01%
333
1267
$5.56K ﹤0.01%
200
1268
$5.55K ﹤0.01%
84
1269
$5.53K ﹤0.01%
100
1270
$5.47K ﹤0.01%
200
1271
$5.46K ﹤0.01%
28
1272
$5.45K ﹤0.01%
43
1273
$5.44K ﹤0.01%
23
1274
$5.37K ﹤0.01%
137
1275
$5.34K ﹤0.01%
37
49 50
51
52 53