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
326
$1.39M 0.04%
6,058
327
$1.37M 0.04%
21,394
328
$1.37M 0.04%
32,417
-796
329
$1.37M 0.04%
10,238
-322
330
$1.36M 0.04%
52,560
+25,100
331
$1.35M 0.04%
1,140
+45
332
$1.34M 0.04%
139,133
-7,960
333
$1.34M 0.03%
18,189
-2,155
334
$1.32M 0.03%
25,221
+7,724
335
$1.32M 0.03%
133,154
-1,800
336
$1.32M 0.03%
25,028
+3,395
337
$1.32M 0.03%
136,278
-8,210
338
$1.31M 0.03%
10,702
+37
339
$1.29M 0.03%
41,660
-4,890
340
$1.29M 0.03%
8,610
341
$1.28M 0.03%
154,900
342
$1.28M 0.03%
49,553
+49,542
343
$1.28M 0.03%
4,913
-112
344
$1.27M 0.03%
+131,356
345
$1.27M 0.03%
9,986
+140
346
$1.27M 0.03%
58,303
-1,520
347
$1.26M 0.03%
93,770
+38,210
348
$1.26M 0.03%
30,800
349
$1.24M 0.03%
26,084
+627
350
$1.23M 0.03%
67,557
-13,100
12 13
14
15 16