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
1501
$466 ﹤0.01%
3,993
1502
$465 ﹤0.01%
38
1503
$462 ﹤0.01%
10,850
1504
$452 ﹤0.01%
5
1505
$443 ﹤0.01%
27
-800
1506
$442 ﹤0.01%
15
1507
$435 ﹤0.01%
19,700
1508
$423 ﹤0.01%
3,000
1509
$411 ﹤0.01%
50
1510
$404 ﹤0.01%
3,669
1511
$399 ﹤0.01%
645
1512
$393 ﹤0.01%
12,100
1513
$390 ﹤0.01%
6,500
1514
$384 ﹤0.01%
19
1515
$384 ﹤0.01%
20
1516
$380 ﹤0.01%
50
-250
1517
$379 ﹤0.01%
10,825
1518
$375 ﹤0.01%
8,006
1519
$365 ﹤0.01%
4,563
1520
$361 ﹤0.01%
9,996
1521
$360 ﹤0.01%
21
1522
$353 ﹤0.01%
10,000
1523
$351 ﹤0.01%
6,194
1524
$349 ﹤0.01%
22
1525
$347 ﹤0.01%
7,312
59 60
61
62 63