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
626
$328K 0.01%
4,762
-461
627
$322K 0.01%
+2,508
628
$320K 0.01%
1,708
629
$319K 0.01%
2,125
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631
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632
$315K 0.01%
6,996
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633
$315K 0.01%
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634
$314K 0.01%
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635
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636
$312K 0.01%
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637
$311K 0.01%
6,600
-400
638
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639
$306K 0.01%
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46,169
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642
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645
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646
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648
$299K 0.01%
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649
$296K 0.01%
555
650
$295K 0.01%
4,219
+3,586
24 25
26
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