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
751
$167K ﹤0.01%
3,761
-17
752
$166K ﹤0.01%
2,650
+1,550
753
$165K ﹤0.01%
8,000
-2,000
754
$165K ﹤0.01%
670
+1
755
$165K ﹤0.01%
4,823
756
$164K ﹤0.01%
910
+200
757
$164K ﹤0.01%
3,449
758
$164K ﹤0.01%
4,625
759
$163K ﹤0.01%
10,984
+1,573
760
$163K ﹤0.01%
1,013
761
$163K ﹤0.01%
2,392
762
$162K ﹤0.01%
+37,569
763
$161K ﹤0.01%
+233
764
$161K ﹤0.01%
3,150
-750
765
$161K ﹤0.01%
3,400
766
$160K ﹤0.01%
801
767
$159K ﹤0.01%
5,824
768
$157K ﹤0.01%
2,651
769
$157K ﹤0.01%
+16,200
770
$157K ﹤0.01%
+16,293
771
$156K ﹤0.01%
4,300
772
$156K ﹤0.01%
1,700
773
$156K ﹤0.01%
+15,805
774
$155K ﹤0.01%
1,332
775
$155K ﹤0.01%
+16,002
29 30
31
32 33