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
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
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+6,500
959
$62K ﹤0.01%
330
960
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1,497
961
$62K ﹤0.01%
650
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962
$62K ﹤0.01%
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963
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5,000
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1,400
965
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966
$62K ﹤0.01%
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969
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6,300
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$61K ﹤0.01%
6,200
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450
973
$60K ﹤0.01%
1,068
-1,686
974
$60K ﹤0.01%
920
975
$60K ﹤0.01%
1,026