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
201
$2.64M 0.07%
18,984
+266
202
$2.63M 0.07%
49,924
-256
203
$2.62M 0.07%
116,298
+1,752
204
$2.61M 0.07%
5,085,991
205
$2.6M 0.07%
149,568
-37,188
206
$2.59M 0.07%
37,000
+22,000
207
$2.56M 0.07%
24,355
-640
208
$2.49M 0.07%
108,969
+64,444
209
$2.48M 0.07%
32,729
+17,699
210
$2.47M 0.07%
50,676
-31,014
211
$2.47M 0.07%
152,509
+44,895
212
$2.44M 0.06%
53,655
-9,280
213
$2.42M 0.06%
10,612
-178
214
$2.4M 0.06%
15,822
-32
215
$2.4M 0.06%
42,809
+1,593
216
$2.38M 0.06%
19,387
-56
217
$2.36M 0.06%
174,592
-40,795
218
$2.32M 0.06%
28,951
+28,681
219
$2.32M 0.06%
85,679
220
$2.3M 0.06%
133,071
-1,214
221
$2.29M 0.06%
15,129
+157
222
$2.28M 0.06%
13,301
-159
223
$2.28M 0.06%
29,214
-45
224
$2.27M 0.06%
34,221
225
$2.27M 0.06%
63,850
-8,800
7 8
9
10 11