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
676
$256K 0.01%
2,435
+32
677
$254K 0.01%
4,000
678
$254K 0.01%
814
+100
679
$252K 0.01%
9,583
680
$248K 0.01%
886
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681
$247K 0.01%
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682
$246K 0.01%
4,774
+2,341
683
$245K 0.01%
13,110
684
$244K 0.01%
+25,100
685
$242K 0.01%
3,000
686
$242K 0.01%
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687
$241K 0.01%
9,110
+5,500
688
$241K 0.01%
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689
$239K 0.01%
6,390
-12,340
690
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691
$236K 0.01%
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692
$236K 0.01%
90,567
-4,690
693
$236K 0.01%
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694
$236K 0.01%
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5,000
696
$231K 0.01%
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697
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1,000
698
$224K 0.01%
25,590
699
$224K 0.01%
1,130
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700
$221K 0.01%
2,535
-1,563