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
1451
$879 ﹤0.01%
174
-35
1452
$872 ﹤0.01%
23,200
1453
$849 ﹤0.01%
28
1454
$848 ﹤0.01%
12,558
1455
$844 ﹤0.01%
7,300
1456
$840 ﹤0.01%
8,403
1457
$828 ﹤0.01%
12
1458
$822 ﹤0.01%
78
1459
$794 ﹤0.01%
3,175
1460
$789 ﹤0.01%
11,300
1461
$765 ﹤0.01%
36
1462
$760 ﹤0.01%
20,213
1463
$756 ﹤0.01%
44,500
1464
$753 ﹤0.01%
10,449
1465
$742 ﹤0.01%
20
1466
$740 ﹤0.01%
116
1467
$730 ﹤0.01%
149
1468
$720 ﹤0.01%
6,000
1469
$717 ﹤0.01%
52
1470
$706 ﹤0.01%
43,850
1471
$696 ﹤0.01%
200
1472
$691 ﹤0.01%
35
-48,085
1473
$690 ﹤0.01%
8,620
1474
$688 ﹤0.01%
10,050
1475
$685 ﹤0.01%
14
57 58
59
60 61