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
601
$353K 0.01%
28,454
602
$352K 0.01%
+36,000
603
$351K 0.01%
3,102
-500
604
$350K 0.01%
790
605
$349K 0.01%
3,720
606
$349K 0.01%
+35,993
607
$346K 0.01%
706
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608
$345K 0.01%
12,700
609
$345K 0.01%
6,048
610
$344K 0.01%
6,896
611
$344K 0.01%
34,373
+7,600
612
$341K 0.01%
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613
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614
$339K 0.01%
671
-7
615
$338K 0.01%
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616
$338K 0.01%
8,595
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617
$337K 0.01%
9,900
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618
$336K 0.01%
5,760
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$336K 0.01%
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620
$335K 0.01%
5,025
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621
$335K 0.01%
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622
$334K 0.01%
34,700
623
$333K 0.01%
10,360
-8,550
624
$332K 0.01%
3,643
+30
625
$331K 0.01%
22,779
23 24
25
26 27