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
976
$59K ﹤0.01%
5,535
977
$59K ﹤0.01%
+70,066
978
$59K ﹤0.01%
500
979
$59K ﹤0.01%
1,117
980
$59K ﹤0.01%
400
981
$59K ﹤0.01%
900
982
$59K ﹤0.01%
+10,000
983
$59K ﹤0.01%
451
+51
984
$59K ﹤0.01%
760
+460
985
$58K ﹤0.01%
1,065
986
$58K ﹤0.01%
1,250
+800
987
$58K ﹤0.01%
1,000
988
$58K ﹤0.01%
600
989
$58K ﹤0.01%
150
990
$58K ﹤0.01%
+6,000
991
$58K ﹤0.01%
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992
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$58K ﹤0.01%
724
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$57K ﹤0.01%
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995
$57K ﹤0.01%
1,100
996
$57K ﹤0.01%
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997
$57K ﹤0.01%
365
998
$57K ﹤0.01%
12,571
+275
999
$56K ﹤0.01%
1,750
1000
$56K ﹤0.01%
3,331
38 39
40
41 42