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
826
$116K ﹤0.01%
+12,047
827
$114K ﹤0.01%
1,692
828
$114K ﹤0.01%
+1,000
829
$113K ﹤0.01%
12,740
830
$113K ﹤0.01%
2,170
+1,450
831
$113K ﹤0.01%
950
832
$112K ﹤0.01%
2,685
833
$112K ﹤0.01%
1,484
834
$112K ﹤0.01%
2,895
835
$111K ﹤0.01%
256
836
$111K ﹤0.01%
175,695
+750
837
$111K ﹤0.01%
2,500
838
$110K ﹤0.01%
2,498
839
$109K ﹤0.01%
1,351
840
$109K ﹤0.01%
157
841
$109K ﹤0.01%
+750
842
$109K ﹤0.01%
1,773
843
$108K ﹤0.01%
3,579
+572
844
$108K ﹤0.01%
3,307
845
$107K ﹤0.01%
886
-7
846
$106K ﹤0.01%
+10,900
847
$106K ﹤0.01%
3,243
-313
848
$106K ﹤0.01%
2,536
-888
849
$105K ﹤0.01%
5,000
850
$105K ﹤0.01%
10,810
+810
32 33
34
35 36