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
1301
$4.15K ﹤0.01%
12
1302
$4.12K ﹤0.01%
2,000
1303
$4.11K ﹤0.01%
95
1304
$4.1K ﹤0.01%
149
1305
$4.03K ﹤0.01%
20
1306
$4K ﹤0.01%
66
1307
$3.98K ﹤0.01%
403
+1
1308
$3.92K ﹤0.01%
250
1309
$3.91K ﹤0.01%
54
1310
$3.87K ﹤0.01%
85
1311
$3.82K ﹤0.01%
200
1312
$3.8K ﹤0.01%
33
1313
$3.75K ﹤0.01%
116
1314
$3.74K ﹤0.01%
96
1315
$3.67K ﹤0.01%
23
1316
$3.62K ﹤0.01%
1,332
+666
1317
$3.61K ﹤0.01%
32,365
1318
$3.61K ﹤0.01%
47
+24
1319
$3.6K ﹤0.01%
30
1320
$3.6K ﹤0.01%
175
1321
$3.59K ﹤0.01%
1,000
1322
$3.56K ﹤0.01%
100
1323
$3.56K ﹤0.01%
100
1324
$3.55K ﹤0.01%
100
1325
$3.5K ﹤0.01%
1,579
51 52
53
54 55