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
551
$447K 0.01%
+1,317
552
$445K 0.01%
14,130
-1,730
553
$438K 0.01%
59,286
+37,368
554
$436K 0.01%
+45,102
555
$433K 0.01%
10,311
556
$433K 0.01%
941
+3
557
$432K 0.01%
11,103
558
$432K 0.01%
10,117
-800
559
$432K 0.01%
+43,905
560
$431K 0.01%
37,633
+250
561
$428K 0.01%
5,090
-24,367
562
$428K 0.01%
3,800
563
$427K 0.01%
24,584
-1,490
564
$425K 0.01%
119,837
-6,720
565
$424K 0.01%
+3,265
566
$423K 0.01%
6,680
+16
567
$421K 0.01%
5,783
-241
568
$419K 0.01%
8,097
+1,537
569
$416K 0.01%
15,437
+13,666
570
$411K 0.01%
5,545
571
$410K 0.01%
+55,283
572
$407K 0.01%
+30,600
573
$405K 0.01%
22,243
+7,476
574
$404K 0.01%
4,751
575
$400K 0.01%
79,985
-4,560
21 22
23
24 25