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
1
$210M 5.57%
3,355,467
-130,504
2
$183M 4.85%
2,122,884
-16,100
3
$122M 3.23%
4,037,442
-137,904
4
$105M 2.8%
268,514
+2
5
$101M 2.68%
588,988
-7,942
6
$76.7M 2.04%
1,349,192
+72,269
7
$75.3M 2%
238,595
-2,392
8
$67.4M 1.79%
811,680
-16,390
9
$66.5M 1.77%
5,244,773
-523,406
10
$59M 1.57%
1,175,010
+22,655
11
$54.7M 1.45%
108,412
+619
12
$53.4M 1.42%
566,773
-3,384
13
$51.4M 1.36%
2,451,846
+200,306
14
$51.3M 1.36%
+745,585
15
$49.9M 1.32%
295,851
+1,218
16
$48.8M 1.3%
327,437
+6,432
17
$47.7M 1.27%
306,248
-8,153
18
$44.2M 1.17%
348,634
+52,404
19
$43.5M 1.16%
300,146
+1,130
20
$42.8M 1.14%
200,774
+1,960
21
$38.3M 1.02%
89,237
+5,190
22
$37.7M 1%
204,333
+754
23
$37.2M 0.99%
+3,308,617
24
$36.4M 0.97%
120,463
+788
25
$36.4M 0.97%
103,809
+24
1
2 3 4 5