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
776
$153K ﹤0.01%
+1,974
777
$152K ﹤0.01%
15,700
+2,400
778
$151K ﹤0.01%
867
+305
779
$151K ﹤0.01%
1,307
+107
780
$150K ﹤0.01%
1,348
+4
781
$150K ﹤0.01%
3,755
782
$150K ﹤0.01%
475
783
$149K ﹤0.01%
2,472
784
$148K ﹤0.01%
+15,200
785
$148K ﹤0.01%
+15,000
786
$147K ﹤0.01%
+15,200
787
$147K ﹤0.01%
+15,000
788
$146K ﹤0.01%
9,688
-3,497
789
$146K ﹤0.01%
1,163
-317
790
$146K ﹤0.01%
+15,000
791
$145K ﹤0.01%
15,989
792
$145K ﹤0.01%
1,688
793
$145K ﹤0.01%
1,000
794
$140K ﹤0.01%
8,456
795
$138K ﹤0.01%
2,300
796
$137K ﹤0.01%
1,738
+38
797
$137K ﹤0.01%
+13,659
798
$137K ﹤0.01%
5,574
799
$137K ﹤0.01%
2,581
+533
800
$135K ﹤0.01%
+3,897
30 31
32
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