AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
76
$12.8M 0.34%
207,870
-48,527
77
$12.3M 0.32%
342,367
-114,203
78
$12.3M 0.32%
713,390
-11,520
79
$12.1M 0.32%
371,326
-18,475
80
$11.9M 0.31%
74,055
+8,285
81
$11.8M 0.31%
17,988
+979
82
$11.7M 0.31%
106,515
-15,168
83
$10.9M 0.29%
130,112
+130,042
84
$10.7M 0.28%
199,400
+475
85
$10.6M 0.28%
125,965
+7,140
86
$10.6M 0.28%
71,256
-3,387
87
$10.4M 0.27%
24,327
+952
88
$10.2M 0.27%
83,340
-4,600
89
$10.2M 0.27%
210,913
+66,273
90
$10.1M 0.26%
88,966
-792
91
$9.86M 0.26%
417,574
+4,035
92
$9.82M 0.26%
244,509
93
$9.75M 0.26%
379,954
-112,385
94
$9.69M 0.25%
163,831
+4,173
95
$9.6M 0.25%
486,796
+17,448
96
$9.53M 0.25%
162,275
-83,784
97
$9.53M 0.25%
297,835
-11,920
98
$9.36M 0.25%
96,319
-4,596
99
$9.34M 0.25%
336,320
-7,000
100
$9.33M 0.25%
3,747,135
2 3
4
5 6