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
651
$295K 0.01%
4,219
+3,586
652
$290K 0.01%
1,941
+140
653
$290K 0.01%
9,677
+900
654
$289K 0.01%
792
+400
655
$287K 0.01%
+29,600
656
$285K 0.01%
+32,503
657
$285K 0.01%
1,928
658
$282K 0.01%
2,627
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659
$279K 0.01%
3,221
+247
660
$277K 0.01%
+28,600
661
$276K 0.01%
2,732
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662
$276K 0.01%
3,715
-1,000
663
$272K 0.01%
19,691
664
$272K 0.01%
3,687
665
$270K 0.01%
3,304
-157
666
$270K 0.01%
33,523
-1,920
667
$268K 0.01%
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668
$268K 0.01%
+27,600
669
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1,592
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670
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2,297
671
$262K 0.01%
+27,071
672
$262K 0.01%
3,989
+2,850
673
$261K 0.01%
2,250
674
$261K 0.01%
10,022
+4,140
675
$256K 0.01%
884
+44
25 26
27
28 29