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
576
$398K 0.01%
+6,411
577
$397K 0.01%
1,400
578
$395K 0.01%
29,170
-3,121
579
$393K 0.01%
2,797
+531
580
$393K 0.01%
59,035
-2,970
581
$390K 0.01%
+40,369
582
$387K 0.01%
6,224
-8
583
$387K 0.01%
40,021
+6,600
584
$386K 0.01%
20,691
+1,720
585
$386K 0.01%
+39,838
586
$384K 0.01%
1,575
+300
587
$379K 0.01%
+17,883
588
$378K 0.01%
4,841
+2,500
589
$376K 0.01%
7,700
590
$376K 0.01%
+38,840
591
$375K 0.01%
1,390
+146
592
$375K 0.01%
27,619
593
$372K 0.01%
+38,500
594
$369K 0.01%
22,400
-4,050
595
$365K 0.01%
5,650
596
$365K 0.01%
3,821
597
$364K 0.01%
18,342
-7,050
598
$362K 0.01%
10,898
-1,389
599
$361K 0.01%
7,005
-80
600
$355K 0.01%
9,000
22 23
24
25 26