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
801
$135K ﹤0.01%
+3,897
802
$134K ﹤0.01%
15,864
803
$133K ﹤0.01%
+4,379
804
$132K ﹤0.01%
797
+1
805
$132K ﹤0.01%
985
-1,882
806
$130K ﹤0.01%
1,570
807
$130K ﹤0.01%
1,933
-49,791
808
$130K ﹤0.01%
4,054
+3
809
$129K ﹤0.01%
2,857
810
$129K ﹤0.01%
1,450
811
$129K ﹤0.01%
13,305
+12,100
812
$128K ﹤0.01%
1,895
813
$128K ﹤0.01%
953
+790
814
$125K ﹤0.01%
1,169
815
$125K ﹤0.01%
+12,700
816
$124K ﹤0.01%
1,500
817
$124K ﹤0.01%
2,435
+1
818
$123K ﹤0.01%
1,137
-20
819
$123K ﹤0.01%
835
820
$121K ﹤0.01%
2,310
821
$120K ﹤0.01%
2,381
822
$118K ﹤0.01%
12,981
-760
823
$118K ﹤0.01%
13,809
-263,309
824
$117K ﹤0.01%
+605
825
$116K ﹤0.01%
+6,200
31 32
33
34 35