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
951
$67K ﹤0.01%
2,400
952
$66K ﹤0.01%
9,800
-9,600
953
$65K ﹤0.01%
1,750
954
$63K ﹤0.01%
1,925
955
$63K ﹤0.01%
2,750
956
$63K ﹤0.01%
2,400
957
$63K ﹤0.01%
+6,443
958
$63K ﹤0.01%
+6,500
959
$62K ﹤0.01%
330
960
$62K ﹤0.01%
1,497
961
$62K ﹤0.01%
650
-12
962
$62K ﹤0.01%
+6,210
963
$62K ﹤0.01%
6,300
964
$62K ﹤0.01%
500
965
$62K ﹤0.01%
5,000
966
$62K ﹤0.01%
1,400
967
$62K ﹤0.01%
+6,300
968
$61K ﹤0.01%
3,526
969
$61K ﹤0.01%
6,300
970
$61K ﹤0.01%
6,300
+100
971
$61K ﹤0.01%
6,200
+6,000
972
$60K ﹤0.01%
920
973
$60K ﹤0.01%
1,026
974
$60K ﹤0.01%
450
975
$60K ﹤0.01%
1,068
-1,686
37 38
39
40 41