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
876
$95K ﹤0.01%
3,380
877
$95K ﹤0.01%
1,150
878
$95K ﹤0.01%
2,037
879
$95K ﹤0.01%
1,430
+1,000
880
$95K ﹤0.01%
+6,815
881
$94K ﹤0.01%
169
-95
882
$94K ﹤0.01%
4,500
883
$94K ﹤0.01%
1,000
884
$94K ﹤0.01%
666
885
$94K ﹤0.01%
5,500
886
$94K ﹤0.01%
1,450
887
$93K ﹤0.01%
1,499
888
$92K ﹤0.01%
859
889
$92K ﹤0.01%
2,879
890
$91K ﹤0.01%
+9,375
891
$91K ﹤0.01%
3,499
892
$89K ﹤0.01%
+353
893
$89K ﹤0.01%
1,041
894
$88K ﹤0.01%
200
895
$88K ﹤0.01%
30,000
896
$88K ﹤0.01%
1,700
897
$87K ﹤0.01%
500
898
$86K ﹤0.01%
6,390
-500
899
$86K ﹤0.01%
2,985
+1,536
900
$86K ﹤0.01%
633
34 35
36
37 38