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
1701
– –
-1,200
1702
– –
-13
1703
– –
-9,900
1704
– –
-225
1705
– –
-533
1706
– –
-55,308
1707
– –
-5,155
1708
– –
0
1709
– –
-5,394
1710
– –
-194,587
1711
$0 ﹤0.01%
2,000
1712
– –
-20
1713
– –
-2,500
1714
– –
-2,800
1715
– –
-12,618
1716
– –
-895
1717
– –
-13,332
1718
– –
-17,275
1719
– –
-5,032
1720
– –
-2,000
1721
– –
-30,525
1722
– –
-10,000
1723
– –
-5,000
1724
– –
-3,750
1725
– –
-7,880
67 68
69
70 71