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
51
$18.8M 0.49%
1,576,445
-554,695
52
$18M 0.47%
143,580
-1,300
53
$17.8M 0.46%
174,409
+911
54
$17.2M 0.45%
1,232,475
-44,505
55
$17.2M 0.45%
229,154
+7,645
56
$17M 0.45%
495,185
-1,370
57
$16.9M 0.44%
720,769
-77,277
58
$16.7M 0.44%
190,887
+9,355
59
$16.6M 0.43%
141,756
+8,477
60
$16.2M 0.42%
482,432
-39,285
61
$15.9M 0.42%
446,858
-9,065
62
$15.8M 0.41%
342,160
-2,295
63
$15.1M 0.4%
42,668
+544
64
$14.9M 0.39%
1,034,004
-34,134
65
$14.5M 0.38%
39,711
-1,706
66
$14.4M 0.38%
673,860
+443,280
67
$14M 0.37%
102,589
+11,106
68
$13.7M 0.36%
60,829
+2,790
69
$13.7M 0.36%
166,361
+6,379
70
$13.6M 0.35%
156,810
-2,543
71
$13.2M 0.34%
1,133,305
-4,970
72
$13.2M 0.34%
199,595
+1,158
73
$13.1M 0.34%
1,659,667
+601,294
74
$13M 0.34%
399,664
+27,860
75
$12.9M 0.34%
173,924
+1,660
1 2
3
4 5