AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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 11.69%
3 Healthcare 8.85%
4 Consumer Discretionary 7.84%
5 Financials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$443 ﹤0.01%
27
-800
1502
$442 ﹤0.01%
15
1503
$435 ﹤0.01%
19,700
1504
$423 ﹤0.01%
3,000
1505
$411 ﹤0.01%
50
1506
$404 ﹤0.01%
3,669
1507
$399 ﹤0.01%
645
1508
$393 ﹤0.01%
12,100
1509
$390 ﹤0.01%
6,500
1510
$384 ﹤0.01%
19
1511
$384 ﹤0.01%
20
1512
$380 ﹤0.01%
50
-250
1513
$379 ﹤0.01%
10,825
1514
$375 ﹤0.01%
8,006
1515
$365 ﹤0.01%
4,563
1516
$361 ﹤0.01%
9,996
1517
$360 ﹤0.01%
21
1518
$353 ﹤0.01%
10,000
1519
$351 ﹤0.01%
6,194
1520
$349 ﹤0.01%
22
1521
$347 ﹤0.01%
7,312
1522
$336 ﹤0.01%
6,132
1523
$336 ﹤0.01%
6,540
1524
$334 ﹤0.01%
1,858
1525
$333 ﹤0.01%
9
59 60
61
62 63