AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
VISN
Vistance Networks Inc
VISN
+$9.45M
5
FWRD icon
Forward Air
FWRD
+$8.21M

Top Sells

1
+$8.24M
2
+$7.25M
3
+$6.61M
4
PCH
PotlatchDeltic
PCH
+$5.07M
5
ACA icon
Arcosa
ACA
+$4.92M

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
926
$74K ﹤0.01%
340
927
$74K ﹤0.01%
775
-620
928
$73K ﹤0.01%
2,000
929
$73K ﹤0.01%
7,509
+800
930
$72K ﹤0.01%
3,099
931
$72K ﹤0.01%
999
-412
932
$72K ﹤0.01%
+7,400
933
$72K ﹤0.01%
1,777
-2,000
934
$71K ﹤0.01%
1,600
935
$71K ﹤0.01%
+7,300
936
$70K ﹤0.01%
896
+1
937
$70K ﹤0.01%
1,000
938
$70K ﹤0.01%
347
939
$69K ﹤0.01%
2,000
940
$69K ﹤0.01%
+7,100
941
$69K ﹤0.01%
7,148
+2,948
942
$68K ﹤0.01%
100
943
$68K ﹤0.01%
3,500
944
$68K ﹤0.01%
2,483
945
$68K ﹤0.01%
930
-2,551
946
$68K ﹤0.01%
7,000
+5,000
947
$68K ﹤0.01%
+7,000
948
$68K ﹤0.01%
+7,000
949
$68K ﹤0.01%
+7,000
950
$68K ﹤0.01%
+6,999
36 37
38
39 40