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
851
$104K ﹤0.01%
2,177
+1,521
852
$102K ﹤0.01%
1,200
-150
853
$102K ﹤0.01%
30,600
854
$101K ﹤0.01%
+10,100
855
$100K ﹤0.01%
1,308
+732
856
$100K ﹤0.01%
10,341
+3,300
857
$99K ﹤0.01%
+10,000
858
$99K ﹤0.01%
+10,000
859
$99K ﹤0.01%
+10,000
860
$99K ﹤0.01%
+10,000
861
$99K ﹤0.01%
+500
862
$99K ﹤0.01%
+10,000
863
$98K ﹤0.01%
2,570
+1
864
$98K ﹤0.01%
1,632
+1
865
$98K ﹤0.01%
1,781
-9,290
866
$98K ﹤0.01%
955
867
$98K ﹤0.01%
+10,100
868
$98K ﹤0.01%
+10,000
869
$97K ﹤0.01%
635
870
$97K ﹤0.01%
4,504
871
$97K ﹤0.01%
4,600
872
$97K ﹤0.01%
980
873
$97K ﹤0.01%
668
874
$96K ﹤0.01%
2,139
875
$96K ﹤0.01%
11,024
-640
33 34
35
36 37