AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
+$65.6M
2
+$38.4M
3
+$17.3M
4
K
Kellanova
K
+$15.8M
5
KVUE icon
Kenvue
KVUE
+$11.7M

Top Sells

1
+$16.1M
2
+$15.2M
3
+$14.4M
4
GRBK icon
Green Brick Partners
GRBK
+$10.9M
5
SLVM icon
Sylvamo
SLVM
+$8.59M

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
1626
$7 ﹤0.01%
103
1627
$6 ﹤0.01%
100
1628
$2 ﹤0.01%
10,979
1629
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0
1630
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-200
1631
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-100
1632
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-35
1633
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-8,610
1634
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-420
1635
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-25
1636
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-30
1637
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-78,650
1638
– –
-941
1639
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-929
1640
– –
-4
1641
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0
1642
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0
1643
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1644
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1645
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-533
1646
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-2,000
1647
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-30,525
1648
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-10,000
1649
– –
-5,000
1650
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-1,250
64 65
66
67 68