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
1601
$86 ﹤0.01%
2,600
1602
$86 ﹤0.01%
2,500
1603
$81 ﹤0.01%
3
-250
1604
$72 ﹤0.01%
14,425
1605
$70 ﹤0.01%
87
1606
$66 ﹤0.01%
6,293
1607
$66 ﹤0.01%
3,000
1608
$65 ﹤0.01%
6,500
1609
$62 ﹤0.01%
3,200
1610
$62 ﹤0.01%
6,139
1611
$61 ﹤0.01%
2,700
1612
$59 ﹤0.01%
11,585
1613
$56 ﹤0.01%
1,006
1614
$54 ﹤0.01%
2,700
-449
1615
$52 ﹤0.01%
2,607
1616
$46 ﹤0.01%
1
1617
$45 ﹤0.01%
28
1618
$35 ﹤0.01%
7,718
1619
$31 ﹤0.01%
36
1620
$30 ﹤0.01%
38
1621
$25 ﹤0.01%
12,698
1622
$23 ﹤0.01%
420
1623
$18 ﹤0.01%
8,400
1624
$17 ﹤0.01%
8,600
1625
– –
0
63 64
65
66 67