AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
251
$2.32M 0.06%
12,106
-6,905
252
$2.32M 0.06%
83,677
-1,003
253
$2.31M 0.06%
51,663
-3,090
254
$2.27M 0.06%
14,320
+1,947
255
$2.27M 0.06%
17,928
-2,218
256
$2.27M 0.06%
29,881
257
$2.27M 0.06%
66,729
-35,244
258
$2.2M 0.06%
88,017
+4,777
259
$2.08M 0.05%
16,088
-1,117
260
$2.06M 0.05%
62,535
+3,630
261
$2.06M 0.05%
5,153
-2
262
$2.05M 0.05%
211,600
+1,400
263
$2.05M 0.05%
8,621
-15
264
$2.02M 0.05%
21,847
+5,005
265
$2.02M 0.05%
34,455
-1,285
266
$1.99M 0.05%
+134,374
267
$1.99M 0.05%
20,293
-4
268
$1.99M 0.05%
49,716
+8,396
269
$1.98M 0.05%
25,380
-10,373
270
$1.97M 0.05%
36,475
-802
271
$1.97M 0.05%
10,078
-858
272
$1.94M 0.05%
31,738
-13,324
273
$1.93M 0.05%
63,797
274
$1.93M 0.05%
35,679
+7,391
275
$1.9M 0.05%
128,915
-75,824
9 10
11
12 13