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
276
$1.9M 0.05%
27,363
-3,268
277
$1.89M 0.05%
95,479
-18,900
278
$1.87M 0.05%
25,530
+651
279
$1.84M 0.05%
18,012
-1,375
280
$1.81M 0.05%
43,989
-3,765
281
$1.81M 0.05%
155,029
282
$1.79M 0.05%
8,997
+228
283
$1.78M 0.05%
12,693
-3,209
284
$1.77M 0.05%
7,479
+1,724
285
$1.77M 0.05%
22,386
-280
286
$1.77M 0.05%
9,013
+8,693
287
$1.76M 0.05%
29,304
+984
288
$1.75M 0.05%
87,760
+4,080
289
$1.75M 0.05%
32,462
+1,388
290
$1.75M 0.05%
192,776
291
$1.7M 0.04%
11,650
-120
292
$1.69M 0.04%
20,846
+12,190
293
$1.68M 0.04%
11,982
+45
294
$1.67M 0.04%
30,266
+6,342
295
$1.65M 0.04%
88,110
296
$1.62M 0.04%
48,963
-7,954
297
$1.6M 0.04%
7,310
+27
298
$1.6M 0.04%
10,811
-983
299
$1.59M 0.04%
47,320
-44,380
300
$1.59M 0.04%
235,593
+68,877
10 11
12
13 14