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
701
$221K 0.01%
1,270
+66
702
$221K 0.01%
+22,800
703
$221K 0.01%
22,578
+1,700
704
$220K 0.01%
8,000
705
$217K 0.01%
+8,323
706
$217K 0.01%
4,332
707
$216K 0.01%
2,375
-500
708
$216K 0.01%
11,185
709
$216K 0.01%
2,249
+1
710
$216K 0.01%
+22,335
711
$216K 0.01%
22,293
+11,537
712
$213K 0.01%
266
713
$212K 0.01%
3,960
+2,876
714
$209K 0.01%
11,585
715
$209K 0.01%
19,310
-11,100
716
$208K 0.01%
2,579
717
$207K 0.01%
3,692
-2,257
718
$205K 0.01%
1,559
-85
719
$204K 0.01%
+20,789
720
$204K 0.01%
582,407
721
$198K 0.01%
6,111
-201
722
$198K 0.01%
1,179
723
$197K 0.01%
4,350
724
$195K 0.01%
775
725
$195K 0.01%
805
27 28
29
30 31