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
376
$1.03M 0.03%
13,805
-2,675
377
$1.03M 0.03%
11,930
-2,200
378
$1.02M 0.03%
11,939
-60
379
$1.02M 0.03%
7,825
-432
380
$1.01M 0.03%
154,675
+54,425
381
$1.01M 0.03%
20,618
-3,931
382
$1.01M 0.03%
+62,630
383
$1.01M 0.03%
12,380
-6,760
384
$1M 0.03%
5,255
+20
385
$992K 0.03%
+102,500
386
$990K 0.03%
10,061
+896
387
$990K 0.03%
+20,208
388
$989K 0.03%
4,755
-1,022
389
$985K 0.03%
389,297
+41,795
390
$975K 0.03%
170,891
-10,220
391
$973K 0.03%
51,529
+8,411
392
$968K 0.03%
39,649
393
$960K 0.03%
7,503
394
$958K 0.03%
29,118
+116
395
$951K 0.02%
+9,512
396
$949K 0.02%
23,204
397
$941K 0.02%
+97,305
398
$937K 0.02%
34,350
-33,870
399
$926K 0.02%
2,441
-175
400
$924K 0.02%
22,879
-1,370
14 15
16
17 18