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
426
$793K 0.02%
43,488
+40
427
$773K 0.02%
14,100
+45
428
$770K 0.02%
9,854
-1,104
429
$768K 0.02%
9,742
-305
430
$759K 0.02%
8,437
+10
431
$754K 0.02%
52,821
432
$748K 0.02%
24,579
-110
433
$734K 0.02%
15,507
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434
$731K 0.02%
112,153
-6,920
435
$729K 0.02%
33,590
-8,720
436
$728K 0.02%
+75,159
437
$727K 0.02%
4,186
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438
$726K 0.02%
+75,205
439
$724K 0.02%
3,195
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440
$724K 0.02%
+72,948
441
$721K 0.02%
2,352
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442
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+74,200
443
$717K 0.02%
19,036
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444
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73,906
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445
$707K 0.02%
1,119
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446
$705K 0.02%
5,920
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447
$705K 0.02%
7,140
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448
$704K 0.02%
23,863
-5,450
449
$700K 0.02%
50,922
+7,692
450
$699K 0.02%
618,500
-29,540