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
651
$290K 0.01%
1,941
+140
652
$290K 0.01%
9,677
+900
653
$289K 0.01%
792
+400
654
$287K 0.01%
+29,600
655
$285K 0.01%
+32,503
656
$285K 0.01%
1,928
657
$282K 0.01%
2,627
+73
658
$279K 0.01%
3,221
+247
659
$277K 0.01%
+28,600
660
$276K 0.01%
2,732
-148
661
$276K 0.01%
3,715
-1,000
662
$272K 0.01%
19,691
663
$272K 0.01%
3,687
664
$270K 0.01%
3,304
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665
$270K 0.01%
33,523
-1,920
666
$268K 0.01%
1,540
667
$268K 0.01%
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668
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669
$264K 0.01%
2,297
670
$262K 0.01%
+27,071
671
$262K 0.01%
3,989
+2,850
672
$261K 0.01%
2,250
673
$261K 0.01%
10,022
+4,140
674
$256K 0.01%
884
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675
$256K 0.01%
2,435
+32
25 26
27
28 29