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
526
$498K 0.01%
+51,100
527
$497K 0.01%
2,073
528
$497K 0.01%
3,000
529
$496K 0.01%
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$496K 0.01%
+51,128
531
$493K 0.01%
44,929
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532
$491K 0.01%
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533
$489K 0.01%
8,565
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534
$487K 0.01%
10,030
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535
$487K 0.01%
50,072
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536
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2,169
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537
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55,418
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538
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539
$475K 0.01%
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540
$472K 0.01%
858
541
$470K 0.01%
3,124
542
$467K 0.01%
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543
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544
$461K 0.01%
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545
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546
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3,934
547
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17,500
548
$459K 0.01%
15,991
-450
549
$459K 0.01%
+47,300
550
$454K 0.01%
3,273
-121
20 21
22
23 24