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
701
$221K 0.01%
8,333
-4,167
702
$221K 0.01%
1,270
+66
703
$221K 0.01%
+22,800
704
$221K 0.01%
22,578
+1,700
705
$220K 0.01%
8,000
706
$217K 0.01%
+8,323
707
$217K 0.01%
4,332
708
$216K 0.01%
2,375
-500
709
$216K 0.01%
11,185
710
$216K 0.01%
2,249
+1
711
$216K 0.01%
+22,335
712
$216K 0.01%
22,293
+11,537
713
$213K 0.01%
266
714
$212K 0.01%
3,960
+2,876
715
$209K 0.01%
11,585
716
$209K 0.01%
19,310
-11,100
717
$208K 0.01%
2,579
718
$207K 0.01%
3,692
-2,257
719
$205K 0.01%
1,559
-85
720
$204K 0.01%
+20,789
721
$204K 0.01%
582,407
722
$198K 0.01%
2,557
-84
723
$198K 0.01%
1,179
724
$197K 0.01%
4,350
725
$195K 0.01%
775
27 28
29
30 31