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
1401
$1.4K ﹤0.01%
17,548
1402
$1.4K ﹤0.01%
185
1403
$1.35K ﹤0.01%
18
1404
$1.35K ﹤0.01%
45,000
1405
$1.33K ﹤0.01%
35
1406
$1.33K ﹤0.01%
43
1407
$1.33K ﹤0.01%
479
1408
$1.31K ﹤0.01%
8,800
1409
$1.29K ﹤0.01%
18,700
1410
$1.28K ﹤0.01%
33
1411
$1.28K ﹤0.01%
100
1412
$1.28K ﹤0.01%
908
1413
$1.28K ﹤0.01%
+17
1414
$1.28K ﹤0.01%
12
+3
1415
$1.24K ﹤0.01%
+54
1416
$1.24K ﹤0.01%
28,150
1417
$1.24K ﹤0.01%
33,458
1418
$1.24K ﹤0.01%
24
1419
$1.23K ﹤0.01%
85
1420
$1.21K ﹤0.01%
63
1421
$1.2K ﹤0.01%
50
1422
$1.19K ﹤0.01%
25
1423
$1.17K ﹤0.01%
287
1424
$1.15K ﹤0.01%
23,040
1425
$1.13K ﹤0.01%
100
55 56
57
58 59