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
176
$3.32M 0.09%
231,814
+1,175
177
$3.32M 0.09%
36,681
+368
178
$3.3M 0.09%
66,234
-2,297
179
$3.25M 0.09%
98,368
+4,343
180
$3.18M 0.08%
35,728
-4,191
181
$3.12M 0.08%
9,072
-58
182
$3.11M 0.08%
260,323
-3,186
183
$3.1M 0.08%
379,641
+1,630
184
$3.09M 0.08%
84,051
-32,709
185
$3.08M 0.08%
139,170
-2,636
186
$3.05M 0.08%
38,966
+18,446
187
$2.98M 0.08%
11,234
188
$2.97M 0.08%
6,756
+2
189
$2.97M 0.08%
121,515
+210
190
$2.94M 0.08%
56,746
+1,411
191
$2.93M 0.08%
+244,170
192
$2.92M 0.08%
286,858
-5,580
193
$2.85M 0.08%
5,590
-425
194
$2.82M 0.07%
6,859
195
$2.81M 0.07%
1,068,531
196
$2.8M 0.07%
23,397
-155
197
$2.79M 0.07%
20,180
-233
198
$2.77M 0.07%
105,958
+5,501
199
$2.74M 0.07%
45,685
-37,771
200
$2.72M 0.07%
115,416
+3,645
6 7
8
9 10