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
126
$6.1M 0.16%
376,575
+1,926
127
$6.1M 0.16%
243,483
+236,683
128
$6.09M 0.16%
62,868
-1,553
129
$6M 0.16%
84,922
+12,620
130
$5.98M 0.16%
180,418
-6,778
131
$5.9M 0.16%
218,568
132
$5.85M 0.16%
28,714
+153
133
$5.79M 0.15%
13,311
-319
134
$5.66M 0.15%
165,733
+32,560
135
$5.64M 0.15%
32,419
-473
136
$5.64M 0.15%
39,542
-231
137
$5.54M 0.15%
29,312
-193
138
$5.54M 0.15%
158,235
+284
139
$5.48M 0.15%
69,587
140
$5.44M 0.14%
31,552
141
$5.33M 0.14%
65,794
+3,086
142
$5.18M 0.14%
71,996
-20,082
143
$5.11M 0.14%
42,501
-656
144
$5.09M 0.14%
185,833
-15,146
145
$4.89M 0.13%
137,221
-57,540
146
$4.87M 0.13%
136,352
+19,504
147
$4.85M 0.13%
76,339
-2,442
148
$4.67M 0.12%
59,788
-83
149
$4.64M 0.12%
140,960
+360
150
$4.59M 0.12%
176,554
+596
4 5
6
7 8