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
726
$193K 0.01%
12,500
727
$191K 0.01%
2,854
-20
728
$190K 0.01%
775
729
$190K 0.01%
+19,629
730
$189K ﹤0.01%
+19,100
731
$187K ﹤0.01%
1,156
732
$185K ﹤0.01%
958
+25
733
$185K ﹤0.01%
5,035
+187
734
$185K ﹤0.01%
+19,000
735
$181K ﹤0.01%
7,782
736
$181K ﹤0.01%
+18,282
737
$180K ﹤0.01%
766
+100
738
$176K ﹤0.01%
+18,098
739
$175K ﹤0.01%
+18,083
740
$175K ﹤0.01%
1,625
-4,779
741
$174K ﹤0.01%
734
742
$173K ﹤0.01%
6,300
+2,775
743
$171K ﹤0.01%
6,937
744
$169K ﹤0.01%
819
-96
745
$168K ﹤0.01%
710
746
$168K ﹤0.01%
4,640
747
$168K ﹤0.01%
58
-3
748
$168K ﹤0.01%
17,400
+2,200
749
$167K ﹤0.01%
808
+27
750
$167K ﹤0.01%
3,761
-17
28 29
30
31 32