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
601
$352K 0.01%
+36,000
602
$351K 0.01%
3,102
-500
603
$350K 0.01%
790
604
$349K 0.01%
3,720
605
$349K 0.01%
+35,993
606
$346K 0.01%
706
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607
$345K 0.01%
12,700
608
$345K 0.01%
6,048
609
$344K 0.01%
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610
$344K 0.01%
34,373
+7,600
611
$341K 0.01%
2,975
612
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613
$339K 0.01%
671
-7
614
$338K 0.01%
5,421
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615
$338K 0.01%
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616
$337K 0.01%
9,900
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617
$336K 0.01%
5,760
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619
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620
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$334K 0.01%
34,700
622
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10,360
-8,550
623
$332K 0.01%
3,643
+30
624
$331K 0.01%
22,779
625
$329K 0.01%
+33,995
23 24
25
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