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
726
$195K 0.01%
805
727
$193K 0.01%
12,500
728
$191K 0.01%
2,854
-20
729
$190K 0.01%
775
730
$190K 0.01%
+19,629
731
$189K ﹤0.01%
+19,100
732
$187K ﹤0.01%
1,156
733
$185K ﹤0.01%
958
+25
734
$185K ﹤0.01%
5,035
+187
735
$185K ﹤0.01%
+19,000
736
$181K ﹤0.01%
7,782
737
$181K ﹤0.01%
+18,282
738
$180K ﹤0.01%
766
+100
739
$176K ﹤0.01%
+18,098
740
$175K ﹤0.01%
+18,083
741
$175K ﹤0.01%
1,625
-4,779
742
$174K ﹤0.01%
734
743
$173K ﹤0.01%
6,300
+2,775
744
$171K ﹤0.01%
6,937
745
$169K ﹤0.01%
819
-96
746
$168K ﹤0.01%
710
747
$168K ﹤0.01%
4,640
748
$168K ﹤0.01%
58
-3
749
$168K ﹤0.01%
17,400
+2,200
750
$167K ﹤0.01%
808
+27