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
851
$105K ﹤0.01%
10,810
+810
852
$104K ﹤0.01%
2,177
+1,521
853
$102K ﹤0.01%
1,200
-150
854
$102K ﹤0.01%
30,600
855
$101K ﹤0.01%
+10,100
856
$100K ﹤0.01%
1,308
+732
857
$100K ﹤0.01%
10,341
+3,300
858
$99K ﹤0.01%
+10,000
859
$99K ﹤0.01%
+10,000
860
$99K ﹤0.01%
+10,000
861
$99K ﹤0.01%
+10,000
862
$99K ﹤0.01%
+500
863
$99K ﹤0.01%
+10,000
864
$98K ﹤0.01%
2,570
+1
865
$98K ﹤0.01%
1,632
+1
866
$98K ﹤0.01%
1,781
-9,290
867
$98K ﹤0.01%
955
868
$98K ﹤0.01%
+10,100
869
$98K ﹤0.01%
+10,000
870
$97K ﹤0.01%
635
871
$97K ﹤0.01%
4,504
872
$97K ﹤0.01%
4,600
873
$97K ﹤0.01%
980
874
$97K ﹤0.01%
668
875
$96K ﹤0.01%
2,139
33 34
35
36 37