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
351
$1.23M 0.03%
15,072
+28
352
$1.23M 0.03%
349,999
353
$1.21M 0.03%
59,085
+11,740
354
$1.18M 0.03%
3,241
+45
355
$1.18M 0.03%
126,600
+14,000
356
$1.17M 0.03%
19,140
-4,080
357
$1.16M 0.03%
23,150
-4,778
358
$1.16M 0.03%
87,081
-14,500
359
$1.15M 0.03%
89,920
+25,080
360
$1.15M 0.03%
4,737
+21
361
$1.14M 0.03%
141,005
-8,470
362
$1.14M 0.03%
4,658
363
$1.14M 0.03%
+117,140
364
$1.13M 0.03%
8,612
+334
365
$1.12M 0.03%
46,174
-101
366
$1.11M 0.03%
17,390
-5,700
367
$1.09M 0.03%
23,277
+177
368
$1.08M 0.03%
71,323
-55,500
369
$1.08M 0.03%
7,052
-155
370
$1.07M 0.03%
149,664
+7,496
371
$1.06M 0.03%
+4,280
372
$1.05M 0.03%
13,724
-2,790
373
$1.05M 0.03%
4,481
-372
374
$1.04M 0.03%
44,530
-73,150
375
$1.04M 0.03%
38,610
+5,197
13 14
15
16 17