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
776
$155K ﹤0.01%
+15,900
777
$153K ﹤0.01%
+1,974
778
$152K ﹤0.01%
15,700
+2,400
779
$151K ﹤0.01%
867
+305
780
$151K ﹤0.01%
1,307
+107
781
$150K ﹤0.01%
475
782
$150K ﹤0.01%
1,348
+4
783
$150K ﹤0.01%
3,755
784
$149K ﹤0.01%
2,472
785
$148K ﹤0.01%
+15,200
786
$148K ﹤0.01%
+15,000
787
$147K ﹤0.01%
+15,000
788
$147K ﹤0.01%
+15,200
789
$146K ﹤0.01%
9,688
-3,497
790
$146K ﹤0.01%
1,163
-317
791
$146K ﹤0.01%
+15,000
792
$145K ﹤0.01%
15,989
793
$145K ﹤0.01%
1,688
794
$145K ﹤0.01%
1,000
795
$140K ﹤0.01%
8,456
796
$138K ﹤0.01%
2,300
797
$137K ﹤0.01%
1,738
+38
798
$137K ﹤0.01%
+13,659
799
$137K ﹤0.01%
5,574
800
$137K ﹤0.01%
2,581
+533
30 31
32
33 34