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
1276
$5.28K ﹤0.01%
75
1277
$5.28K ﹤0.01%
128
1278
$5.1K ﹤0.01%
600
1279
$5.08K ﹤0.01%
50
1280
$5.04K ﹤0.01%
107
1281
$4.98K ﹤0.01%
1,522
1282
$4.94K ﹤0.01%
319
1283
$4.94K ﹤0.01%
+70
1284
$4.92K ﹤0.01%
20
1285
$4.91K ﹤0.01%
486
1286
$4.9K ﹤0.01%
337
-600
1287
$4.9K ﹤0.01%
108
1288
$4.86K ﹤0.01%
1,100
-4,325
1289
$4.8K ﹤0.01%
+900
1290
$4.72K ﹤0.01%
100
1291
$4.69K ﹤0.01%
+1,200
1292
$4.58K ﹤0.01%
107
+26
1293
$4.5K ﹤0.01%
21,950
1294
$4.39K ﹤0.01%
85
1295
$4.37K ﹤0.01%
49
1296
$4.33K ﹤0.01%
28
1297
$4.28K ﹤0.01%
215
1298
$4.27K ﹤0.01%
600
1299
$4.18K ﹤0.01%
70
1300
$4.16K ﹤0.01%
48
-6
50 51
52
53 54