AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
VISN
Vistance Networks Inc
VISN
+$9.45M
5
FWRD icon
Forward Air
FWRD
+$8.21M

Top Sells

1
+$8.24M
2
+$7.25M
3
+$6.61M
4
PCH
PotlatchDeltic
PCH
+$5.07M
5
ACA icon
Arcosa
ACA
+$4.92M

Sector Composition

1 Consumer Discretionary 13.3%
2 Financials 12.49%
3 Industrials 12.42%
4 Technology 11.24%
5 Healthcare 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$552K 0.01%
11
-22
502
$547K 0.01%
2,515
503
$545K 0.01%
2,405
504
$545K 0.01%
64,346
-310
505
$542K 0.01%
29,740
-48,150
506
$541K 0.01%
23,500
+1,000
507
$536K 0.01%
+55,213
508
$533K 0.01%
1,512
-200
509
$528K 0.01%
36,637
+10,855
510
$528K 0.01%
28,401
511
$527K 0.01%
7,270
+713
512
$526K 0.01%
15,892
513
$525K 0.01%
40,000
-2,320
514
$524K 0.01%
6,733
515
$524K 0.01%
51,786
+13,972
516
$521K 0.01%
2,092
517
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3,370
-306
518
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+25,565
519
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1,715
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520
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5,000
-400
521
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+18,570
522
$509K 0.01%
24,668
523
$508K 0.01%
20,000
524
$506K 0.01%
31,650
-6,170
525
$500K 0.01%
94,017
+40,000
19 20
21
22 23