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
151
$4.58M 0.12%
100,604
-1,771
152
$4.56M 0.12%
44,250
+309
153
$4.43M 0.12%
679,265
+77,790
154
$4.43M 0.12%
136,584
+15,749
155
$4.35M 0.12%
16,363
-624
156
$4.29M 0.11%
47,020
-1,792
157
$4.29M 0.11%
139,527
-324
158
$4.21M 0.11%
16,508
-248
159
$4.2M 0.11%
20,204
-131
160
$4.16M 0.11%
44,660
+116
161
$4.15M 0.11%
+16,000
162
$4.08M 0.11%
124,115
+73,830
163
$4.08M 0.11%
60,282
+1,291
164
$4.08M 0.11%
10,474
-611
165
$4.07M 0.11%
267,384
-305,806
166
$4.01M 0.11%
39,907
-400
167
$4M 0.11%
56,977
+130
168
$3.95M 0.1%
4,683
-55
169
$3.84M 0.1%
49,025
+4
170
$3.77M 0.1%
35,600
-115
171
$3.73M 0.1%
6,935
+198
172
$3.61M 0.1%
62,977
+6,327
173
$3.61M 0.1%
73,004
-7,702
174
$3.59M 0.1%
18,315
-6,136
175
$3.39M 0.09%
199,728
-10,492
5 6
7
8 9