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
26
$28.1M 0.73%
130,152
-1,063
27
$27.9M 0.73%
188,237
-2,500
28
$27.3M 0.71%
595,613
+774
29
$26.9M 0.7%
1,053,885
+152,176
30
$26.8M 0.7%
62,326
-1,179
31
$25.8M 0.67%
166,803
-1,333
32
$25.5M 0.67%
188,756
-1,757
33
$24.7M 0.65%
89,039
-1,575
34
$24.7M 0.65%
104,104
-64
35
$24.5M 0.64%
728,504
+728,124
36
$24.3M 0.63%
82,290
-204
37
$23.8M 0.62%
27,171
-475
38
$23.1M 0.6%
435,533
+1,889
39
$22.6M 0.59%
704,345
40
$22.2M 0.58%
271,745
+5,965
41
$22M 0.58%
142,320
-29,448
42
$21.5M 0.56%
93,160
-3,754
43
$21.4M 0.56%
394,953
+9,483
44
$20.9M 0.55%
177,075
-1,221
45
$20.7M 0.54%
120,440
-3,900
46
$20.6M 0.54%
107,315
-231
47
$20.2M 0.53%
1,575,241
-24,552
48
$19.7M 0.51%
68,377
+2,097
49
$19.6M 0.51%
270,798
+3,737
50
$19.3M 0.51%
155,786
-227
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