AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
2,254
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$10.3M
3
+$10.1M
4
FWRD icon
Forward Air
FWRD
+$8.43M
5
VISN
Vistance Networks Inc
VISN
+$8.26M

Top Sells

1
+$8.29M
2
+$7.34M
3
+$6.95M
4
PCH
PotlatchDeltic
PCH
+$5.49M
5
ACA icon
Arcosa
ACA
+$5.18M

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
751
$166K ﹤0.01%
2,650
+1,550
752
$165K ﹤0.01%
8,000
-2,000
753
$165K ﹤0.01%
670
+1
754
$165K ﹤0.01%
4,823
755
$164K ﹤0.01%
4,625
756
$164K ﹤0.01%
910
+200
757
$164K ﹤0.01%
3,449
758
$163K ﹤0.01%
1,013
759
$163K ﹤0.01%
2,392
760
$163K ﹤0.01%
10,984
+1,573
761
$162K ﹤0.01%
+37,569
762
$161K ﹤0.01%
3,400
763
$161K ﹤0.01%
3,150
-750
764
$161K ﹤0.01%
+233
765
$160K ﹤0.01%
801
766
$159K ﹤0.01%
5,824
767
$157K ﹤0.01%
+16,293
768
$157K ﹤0.01%
2,651
769
$157K ﹤0.01%
+16,200
770
$156K ﹤0.01%
4,300
771
$156K ﹤0.01%
1,700
772
$156K ﹤0.01%
+15,805
773
$155K ﹤0.01%
1,332
774
$155K ﹤0.01%
+16,002
775
$155K ﹤0.01%
+15,900
29 30
31
32 33