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
1326
$3.46K ﹤0.01%
14
1327
$3.43K ﹤0.01%
40
1328
$3.43K ﹤0.01%
250
-110
1329
$3.37K ﹤0.01%
169
1330
$3.33K ﹤0.01%
20,174
1331
$3.32K ﹤0.01%
81
1332
$3.28K ﹤0.01%
200
1333
$3.28K ﹤0.01%
25
-400
1334
$3.24K ﹤0.01%
300
1335
$3.07K ﹤0.01%
125
1336
$3.04K ﹤0.01%
19,900
1337
$3.02K ﹤0.01%
634
1338
$3.02K ﹤0.01%
473
1339
$2.95K ﹤0.01%
666
-1
1340
$2.94K ﹤0.01%
75
-342,678
1341
$2.91K ﹤0.01%
39
1342
$2.9K ﹤0.01%
100
1343
$2.85K ﹤0.01%
68
1344
$2.77K ﹤0.01%
200
1345
$2.76K ﹤0.01%
533
1346
$2.7K ﹤0.01%
550
1347
$2.69K ﹤0.01%
540
1348
$2.68K ﹤0.01%
44,735
1349
$2.68K ﹤0.01%
1,450
1350
$2.67K ﹤0.01%
1,500
52 53
54
55 56