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
1726
– –
-10,000
1727
– –
-1,250
1728
– –
0
1729
– –
-20,000
1730
– –
-10,754
1731
$0 ﹤0.01%
400
1732
– –
-176,695
1733
– –
-2,725
1734
– –
-5,298
1735
– –
-15,000
1736
– –
-2,529
1737
$0 ﹤0.01%
2,500
1738
– –
0
1739
– –
-7,650
1740
– –
0
1741
– –
-349,999
1742
– –
-1,000,000
1743
$0 ﹤0.01%
35,100
1744
$0 ﹤0.01%
5,450
1745
– –
-47
1746
– –
-1,248,000
1747
$0 ﹤0.01%
640
1748
$0 ﹤0.01%
6,000
1749
$0 ﹤0.01%
4,948
1750
$0 ﹤0.01%
50,000
67 68 69
70
71