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
1526
$336 ﹤0.01%
6,132
1527
$336 ﹤0.01%
6,540
1528
$334 ﹤0.01%
1,858
1529
$333 ﹤0.01%
9
1530
$325 ﹤0.01%
5,050
1531
$325 ﹤0.01%
2,500
1532
$318 ﹤0.01%
25,263
1533
$310 ﹤0.01%
6,204
1534
$304 ﹤0.01%
3,000
1535
$303 ﹤0.01%
3,350
1536
$302 ﹤0.01%
12,098
1537
$297 ﹤0.01%
2
+1
1538
$290 ﹤0.01%
1,000
1539
$288 ﹤0.01%
3,333
1540
$277 ﹤0.01%
13,850
1541
$275 ﹤0.01%
65
1542
$271 ﹤0.01%
5,200
1543
$260 ﹤0.01%
50
1544
$258 ﹤0.01%
80
1545
$251 ﹤0.01%
2,500
1546
$249 ﹤0.01%
5,000
1547
$246 ﹤0.01%
123
1548
$246 ﹤0.01%
7,200
1549
$244 ﹤0.01%
200
1550
$241 ﹤0.01%
6,000
60 61
62
63 64