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
451
$698K 0.02%
+71,686
452
$698K 0.02%
34,253
-2,060
453
$695K 0.02%
+72,294
454
$695K 0.02%
109,500
+1,500
455
$689K 0.02%
5,263
-135
456
$685K 0.02%
9,688
-16
457
$685K 0.02%
+70,192
458
$684K 0.02%
31,716
-6,500
459
$680K 0.02%
49,265
460
$679K 0.02%
97,444
+11,994
461
$676K 0.02%
1,788
-123
462
$670K 0.02%
439
-78
463
$666K 0.02%
6,721
+258
464
$662K 0.02%
1,350
465
$660K 0.02%
29,280
466
$660K 0.02%
+67,497
467
$652K 0.02%
2,049
468
$649K 0.02%
24,713
469
$643K 0.02%
24,183
+959
470
$639K 0.02%
14,361
+11,394
471
$639K 0.02%
+65,928
472
$633K 0.02%
7,485
-163
473
$633K 0.02%
2,207
-207
474
$630K 0.02%
6,517
-3,868
475
$628K 0.02%
15,315
-1,870
17 18
19
20 21