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
1351
$2.65K ﹤0.01%
100
1352
$2.63K ﹤0.01%
200
1353
$2.54K ﹤0.01%
2,544,675
1354
$2.54K ﹤0.01%
310
1355
$2.53K ﹤0.01%
21
-27
1356
$2.52K ﹤0.01%
100
1357
$2.52K ﹤0.01%
25
1358
$2.44K ﹤0.01%
50
1359
$2.38K ﹤0.01%
56
1360
$2.24K ﹤0.01%
94
1361
$2.23K ﹤0.01%
250
1362
$2.2K ﹤0.01%
129
1363
$2.17K ﹤0.01%
8,154
-12
1364
$2.14K ﹤0.01%
100
1365
$2.11K ﹤0.01%
150
1366
$2.1K ﹤0.01%
15
-5
1367
$2.08K ﹤0.01%
24,522
-10
1368
$2.07K ﹤0.01%
+45
1369
$2.05K ﹤0.01%
130
1370
$1.99K ﹤0.01%
100
-100
1371
$1.96K ﹤0.01%
286
1372
$1.91K ﹤0.01%
+222
1373
$1.9K ﹤0.01%
52,800
1374
$1.84K ﹤0.01%
25
1375
$1.76K ﹤0.01%
8,400
-4,900
53 54
55
56 57