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
1726
– –
-7,880
1727
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-10,000
1728
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0
1729
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-20,000
1730
– –
-10,754
1731
$0 ﹤0.01%
400
1732
– –
-176,695
1733
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-2,725
1734
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-5,298
1735
– –
-15,000
1736
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-2,529
1737
$0 ﹤0.01%
2,500
1738
– –
0
1739
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0
1740
– –
-349,999
1741
$0 ﹤0.01%
5,450
1742
– –
-47
1743
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-1,248,000
1744
$0 ﹤0.01%
640
1745
$0 ﹤0.01%
6,000
1746
$0 ﹤0.01%
4,948
1747
$0 ﹤0.01%
50,000
1748
– –
-10
1749
– –
-35,087
1750
$0 ﹤0.01%
142
67 68 69
70
71