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
1551
$237 ﹤0.01%
8,347
1552
$236 ﹤0.01%
2,600
1553
$226 ﹤0.01%
10
1554
$226 ﹤0.01%
5,050
1555
$219 ﹤0.01%
12
1556
$217 ﹤0.01%
3,100
1557
$215 ﹤0.01%
5,000
1558
$208 ﹤0.01%
5,050
1559
$206 ﹤0.01%
17,300
1560
$203 ﹤0.01%
10
1561
$201 ﹤0.01%
66
1562
$198 ﹤0.01%
56
-3
1563
$198 ﹤0.01%
4,550
1564
$195 ﹤0.01%
7,500
1565
$185 ﹤0.01%
6,325
1566
$180 ﹤0.01%
44
1567
$179 ﹤0.01%
2,500
1568
$176 ﹤0.01%
+23
1569
$175 ﹤0.01%
10,000
1570
$171 ﹤0.01%
6,250
1571
$169 ﹤0.01%
2,500
1572
$169 ﹤0.01%
390
1573
$167 ﹤0.01%
7,900
1574
$161 ﹤0.01%
4,300
1575
$159 ﹤0.01%
3,700
61 62
63
64 65