AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
2,254
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$10.3M
3
+$10.1M
4
FWRD icon
Forward Air
FWRD
+$8.43M
5
VISN
Vistance Networks Inc
VISN
+$8.26M

Top Sells

1
+$8.29M
2
+$7.34M
3
+$6.95M
4
PCH
PotlatchDeltic
PCH
+$5.49M
5
ACA icon
Arcosa
ACA
+$5.18M

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
676
$254K 0.01%
814
+100
677
$254K 0.01%
4,000
678
$252K 0.01%
9,583
679
$248K 0.01%
886
+250
680
$247K 0.01%
15,000
681
$246K 0.01%
4,774
+2,341
682
$245K 0.01%
13,110
683
$244K 0.01%
+25,100
684
$242K 0.01%
3,000
685
$242K 0.01%
26,788
686
$241K 0.01%
9,110
+5,500
687
$241K 0.01%
+25,000
688
$239K 0.01%
6,390
-12,340
689
$237K 0.01%
5,141
690
$236K 0.01%
+476
691
$236K 0.01%
90,567
-4,690
692
$236K 0.01%
600
693
$236K 0.01%
5,724
+1,404
694
$233K 0.01%
5,000
695
$231K 0.01%
1,919
+234
696
$230K 0.01%
1,000
697
$224K 0.01%
25,590
698
$224K 0.01%
1,130
+6
699
$221K 0.01%
2,535
-1,563
700
$221K 0.01%
8,333
-4,167
26 27
28
29 30