AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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 11.63%
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
1576
$158 ﹤0.01%
4,366
1577
$154 ﹤0.01%
2,200
1578
$154 ﹤0.01%
4,800
1579
$150 ﹤0.01%
+5,298
1580
$146 ﹤0.01%
2,249
1581
$145 ﹤0.01%
3,000
1582
$139 ﹤0.01%
3,750
1583
$137 ﹤0.01%
1,073
1584
$137 ﹤0.01%
5,000
1585
$134 ﹤0.01%
15
1586
$130 ﹤0.01%
8,150
1587
$126 ﹤0.01%
1
-74
1588
$125 ﹤0.01%
+10
1589
$125 ﹤0.01%
2,500
1590
$123 ﹤0.01%
5
1591
$123 ﹤0.01%
8
1592
$122 ﹤0.01%
12
1593
$119 ﹤0.01%
2,500
1594
$119 ﹤0.01%
5,000
1595
$105 ﹤0.01%
+1
1596
$105 ﹤0.01%
1,500
1597
$101 ﹤0.01%
2,000
1598
$94 ﹤0.01%
9,400
1599
$92 ﹤0.01%
2,000
1600
$92 ﹤0.01%
188
62 63
64
65 66