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
626
$329K 0.01%
33,995
+4,195
627
$328K 0.01%
4,762
-461
628
$322K 0.01%
+2,508
629
$320K 0.01%
1,708
630
$319K 0.01%
2,125
+180
631
$319K 0.01%
6,600
632
$317K 0.01%
+32,701
633
$315K 0.01%
6,996
+520
634
$315K 0.01%
5,952
635
$314K 0.01%
32,500
+7,500
636
$312K 0.01%
19,471
637
$312K 0.01%
11,900
638
$311K 0.01%
6,600
-400
639
$311K 0.01%
+32,089
640
$306K 0.01%
6,167
-2,500
641
$306K 0.01%
2,229
-201
642
$304K 0.01%
46,169
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643
$303K 0.01%
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-400
644
$302K 0.01%
5,585
-114
645
$302K 0.01%
1,200
646
$302K 0.01%
7,300
647
$302K 0.01%
7,586
-618
648
$300K 0.01%
9,775
649
$299K 0.01%
3,483
650
$296K 0.01%
555
24 25
26
27 28