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
1576
$146 ﹤0.01%
2,249
1577
$145 ﹤0.01%
3,000
1578
$139 ﹤0.01%
3,750
1579
$137 ﹤0.01%
1,073
1580
$137 ﹤0.01%
5,000
1581
$134 ﹤0.01%
15
1582
$130 ﹤0.01%
8,150
1583
$126 ﹤0.01%
1
-74
1584
$125 ﹤0.01%
+10
1585
$125 ﹤0.01%
2,500
1586
$123 ﹤0.01%
5
1587
$123 ﹤0.01%
8
1588
$122 ﹤0.01%
12
1589
$119 ﹤0.01%
2,500
1590
$119 ﹤0.01%
5,000
1591
$105 ﹤0.01%
+1
1592
$105 ﹤0.01%
1,500
1593
$101 ﹤0.01%
2,000
1594
$94 ﹤0.01%
9,400
1595
$92 ﹤0.01%
2,000
1596
$92 ﹤0.01%
188
1597
$86 ﹤0.01%
2,600
1598
$86 ﹤0.01%
2,500
1599
$81 ﹤0.01%
3
-250
1600
$72 ﹤0.01%
14,425
62 63
64
65 66