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
476
$627K 0.02%
2,590
+80
477
$623K 0.02%
7,688
+5
478
$623K 0.02%
24,000
479
$623K 0.02%
63,000
-7,000
480
$618K 0.02%
21,020
-10,622
481
$615K 0.02%
+48,480
482
$614K 0.02%
19,800
483
$613K 0.02%
21,141
+600
484
$610K 0.02%
13,744
-1,684
485
$608K 0.02%
6,732
486
$600K 0.02%
9,914
-1,200
487
$589K 0.02%
41,253
-2,600
488
$587K 0.02%
23,274
+1,233
489
$581K 0.02%
2,378
+63
490
$578K 0.02%
13,534
-1,640
491
$576K 0.02%
+59,519
492
$567K 0.01%
68,202
-87,313
493
$563K 0.01%
19,269
+3,613
494
$562K 0.01%
5,340
-700
495
$561K 0.01%
42,670
-41,440
496
$560K 0.01%
10,260
+10
497
$556K 0.01%
31,726
-7,910
498
$556K 0.01%
10,668
-1,086
499
$553K 0.01%
44,394
-220
500
$553K 0.01%
90,355
-21,250
18 19
20
21 22