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
1626
$16 ﹤0.01%
5,282
1627
$16 ﹤0.01%
220
1628
$14 ﹤0.01%
2,000
1629
$12 ﹤0.01%
2
1630
$7 ﹤0.01%
103
1631
$6 ﹤0.01%
100
1632
$2 ﹤0.01%
10,979
1633
– –
0
1634
– –
-75
1635
– –
-104,425
1636
– –
-81
1637
– –
-15
1638
– –
-81
1639
– –
-85
1640
– –
-500
1641
– –
-538
1642
– –
-3,450
1643
– –
-100
1644
– –
-200
1645
– –
-35
1646
– –
-8,610
1647
– –
-420
1648
– –
-300
1649
– –
-3,230
1650
– –
-600
64 65
66
67 68