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
401
$924K 0.02%
22,410
-7,540
402
$924K 0.02%
65,926
+1,580
403
$922K 0.02%
21,323
-3,250
404
$921K 0.02%
15,110
-2,821
405
$911K 0.02%
+94,219
406
$902K 0.02%
+92,839
407
$890K 0.02%
79,089
+14,845
408
$889K 0.02%
132,001
-7,740
409
$878K 0.02%
+90,757
410
$875K 0.02%
3,937
-2,078
411
$874K 0.02%
123,252
-2,250
412
$865K 0.02%
89,507
+39,207
413
$861K 0.02%
5,147
-310
414
$852K 0.02%
24,774
-1,489
415
$849K 0.02%
7,850
416
$845K 0.02%
28,300
-4,070
417
$844K 0.02%
27,590
-6,020
418
$833K 0.02%
34,499
-1,860
419
$812K 0.02%
3,285
+12
420
$812K 0.02%
+83,534
421
$805K 0.02%
5,748
+9
422
$803K 0.02%
12,673
423
$803K 0.02%
30,954
-19,882
424
$798K 0.02%
1,510
-92
425
$797K 0.02%
24,312
-21,774
15 16
17
18 19