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
901
$85K ﹤0.01%
8,594
902
$85K ﹤0.01%
10,000
903
$85K ﹤0.01%
970
904
$85K ﹤0.01%
1,053
-1
905
$85K ﹤0.01%
442
906
$85K ﹤0.01%
+8,800
907
$84K ﹤0.01%
625
-50
908
$83K ﹤0.01%
913
+513
909
$82K ﹤0.01%
1,100
910
$82K ﹤0.01%
+8,300
911
$81K ﹤0.01%
2,834
912
$81K ﹤0.01%
854
-146
913
$81K ﹤0.01%
+255
914
$81K ﹤0.01%
594
915
$80K ﹤0.01%
5,000
916
$80K ﹤0.01%
1,170
917
$79K ﹤0.01%
2,835
918
$79K ﹤0.01%
3,458
919
$79K ﹤0.01%
1,087
920
$77K ﹤0.01%
+1,788
921
$76K ﹤0.01%
2,428
922
$75K ﹤0.01%
600
923
$75K ﹤0.01%
1,518
924
$75K ﹤0.01%
936
+10
925
$74K ﹤0.01%
1,142
35 36
37
38 39