AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
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
1476
$685 ﹤0.01%
26
1477
$665 ﹤0.01%
17,542
1478
$660 ﹤0.01%
6,000
1479
$656 ﹤0.01%
84
1480
$649 ﹤0.01%
91
1481
$646 ﹤0.01%
16,773
1482
$643 ﹤0.01%
12,552
1483
$638 ﹤0.01%
5,318
1484
$634 ﹤0.01%
22
1485
$612 ﹤0.01%
13,455
1486
$608 ﹤0.01%
21,701
1487
$599 ﹤0.01%
127
+115
1488
$586 ﹤0.01%
2,791
-399
1489
$582 ﹤0.01%
+33
1490
$574 ﹤0.01%
4,000
1491
$562 ﹤0.01%
117
1492
$558 ﹤0.01%
15,470
1493
$536 ﹤0.01%
8
1494
$529 ﹤0.01%
6,450
1495
$526 ﹤0.01%
2,000
1496
$518 ﹤0.01%
10,000
1497
$517 ﹤0.01%
14,004
1498
$504 ﹤0.01%
37
1499
$501 ﹤0.01%
10,000
1500
$473 ﹤0.01%
58
58 59
60
61 62