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
876
$96K ﹤0.01%
11,024
-640
877
$95K ﹤0.01%
3,380
878
$95K ﹤0.01%
1,150
879
$95K ﹤0.01%
2,037
880
$95K ﹤0.01%
1,430
+1,000
881
$95K ﹤0.01%
+6,815
882
$94K ﹤0.01%
666
883
$94K ﹤0.01%
5,500
884
$94K ﹤0.01%
1,450
885
$94K ﹤0.01%
169
-95
886
$94K ﹤0.01%
4,500
887
$94K ﹤0.01%
1,000
888
$93K ﹤0.01%
1,499
889
$92K ﹤0.01%
859
890
$92K ﹤0.01%
2,879
891
$91K ﹤0.01%
3,499
892
$91K ﹤0.01%
+9,375
893
$89K ﹤0.01%
+353
894
$89K ﹤0.01%
1,041
895
$88K ﹤0.01%
200
896
$88K ﹤0.01%
30,000
897
$88K ﹤0.01%
1,700
898
$87K ﹤0.01%
500
899
$86K ﹤0.01%
6,390
-500
900
$86K ﹤0.01%
2,985
+1,536
34 35
36
37 38