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
1426
$1.13K ﹤0.01%
16,000
1427
$1.12K ﹤0.01%
75
1428
$1.11K ﹤0.01%
3
1429
$1.1K ﹤0.01%
21
1430
$1.1K ﹤0.01%
10
1431
$1.1K ﹤0.01%
4
1432
$1.09K ﹤0.01%
59,000
1433
$1.08K ﹤0.01%
71,000
1434
$1.07K ﹤0.01%
16
1435
$1.04K ﹤0.01%
100
1436
$1.04K ﹤0.01%
110
1437
$1.02K ﹤0.01%
6,000
1438
$993 ﹤0.01%
20
1439
$977 ﹤0.01%
1,225
1440
$972 ﹤0.01%
25,000
1441
$960 ﹤0.01%
4,360
1442
$959 ﹤0.01%
9
1443
$952 ﹤0.01%
6,340
1444
$946 ﹤0.01%
11,000
1445
$943 ﹤0.01%
185
1446
$915 ﹤0.01%
847
-100
1447
$910 ﹤0.01%
28,000
1448
$910 ﹤0.01%
22,628
1449
$908 ﹤0.01%
39
1450
$883 ﹤0.01%
75
56 57
58
59 60