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
1376
$1.74K ﹤0.01%
50
1377
$1.72K ﹤0.01%
60
1378
$1.65K ﹤0.01%
100
1379
$1.64K ﹤0.01%
8
1380
$1.63K ﹤0.01%
19,800
1381
$1.61K ﹤0.01%
155
1382
$1.61K ﹤0.01%
525
1383
$1.6K ﹤0.01%
32,000
1384
$1.6K ﹤0.01%
1
1385
$1.59K ﹤0.01%
27
1386
$1.56K ﹤0.01%
18
1387
$1.56K ﹤0.01%
3
1388
$1.56K ﹤0.01%
44,577
1389
$1.55K ﹤0.01%
15
-4
1390
$1.54K ﹤0.01%
126
1391
$1.54K ﹤0.01%
100
1392
$1.53K ﹤0.01%
20,339
1393
$1.51K ﹤0.01%
6
1394
$1.51K ﹤0.01%
9
1395
$1.5K ﹤0.01%
20
1396
$1.48K ﹤0.01%
100
1397
$1.47K ﹤0.01%
135
1398
$1.47K ﹤0.01%
300
1399
$1.47K ﹤0.01%
3
1400
$1.45K ﹤0.01%
8,791
-1,249
54 55
56
57 58