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
$3.81B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,249
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$10.9M
3
+$9.72M
4
COMM icon
CommScope
COMM
+$9.45M
5
FWRD icon
Forward Air
FWRD
+$8.21M

Top Sells

1
+$8.24M
2
+$7.25M
3
+$6.61M
4
PCH icon
PotlatchDeltic
PCH
+$5.07M
5
ACA icon
Arcosa
ACA
+$4.92M

Sector Composition

1 Consumer Discretionary 13.3%
2 Financials 12.48%
3 Industrials 12.42%
4 Technology 11.03%
5 Healthcare 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.81M 0.07%
10,584
227
$2.79M 0.07%
41,681
+4,590
228
$2.72M 0.07%
24,734
-3,178
229
$2.71M 0.07%
4,984,491
-291,979
230
$2.68M 0.07%
52,533
-23,586
231
$2.65M 0.07%
10,944
-1,254
232
$2.65M 0.07%
17,140
+3,870
233
$2.63M 0.07%
+117,600
234
$2.62M 0.07%
30,765
-9,573
235
$2.62M 0.07%
+1,013,500
236
$2.61M 0.07%
34,581
-537
237
$2.58M 0.07%
+63,383
238
$2.58M 0.07%
31,161
-974
239
$2.52M 0.07%
316,576
+725
240
$2.52M 0.07%
10,520
+5,865
241
$2.52M 0.07%
37,678
-1,333
242
$2.5M 0.07%
178,176
+5,500
243
$2.49M 0.07%
101,819
-810
244
$2.42M 0.06%
61,090
-3,900
245
$2.41M 0.06%
25,005
-85,343
246
$2.4M 0.06%
24,070
-24,050
247
$2.39M 0.06%
31,922
-4,200
248
$2.34M 0.06%
+48,344
249
$2.33M 0.06%
241,861
+8,600
250
$2.32M 0.06%
22,982
-1,460
8 9
10
11 12