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
301
$1.58M 0.04%
6,881
-118
302
$1.57M 0.04%
+185,433
303
$1.57M 0.04%
128,334
+3,734
304
$1.56M 0.04%
49,058
+32,158
305
$1.55M 0.04%
27,384
-25,965
306
$1.54M 0.04%
22,080
+2,880
307
$1.53M 0.04%
68,507
+43,842
308
$1.53M 0.04%
+158,100
309
$1.51M 0.04%
282,125
-66,909
310
$1.49M 0.04%
24,646
-2,379
311
$1.48M 0.04%
32,753
-1,505
312
$1.48M 0.04%
8,718
+16
313
$1.48M 0.04%
6,176
314
$1.47M 0.04%
+58,330
315
$1.46M 0.04%
4,243
+2,682
316
$1.46M 0.04%
+150,062
317
$1.45M 0.04%
23,804
-891
318
$1.45M 0.04%
13,970
-5,210
319
$1.44M 0.04%
116,826
+92,990
320
$1.43M 0.04%
6,591
-451
321
$1.42M 0.04%
44,010
-20,870
322
$1.41M 0.04%
13,467
+57
323
$1.41M 0.04%
80,970
+216
324
$1.41M 0.04%
7,371
-22
325
$1.39M 0.04%
149,681
-13,902
11 12
13
14 15