AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
COMM icon
CommScope
COMM
+$9.45M
5
FWRD icon
Forward Air
FWRD
+$8.21M

Top Sells

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

Sector Composition

1 Consumer Discretionary 13.3%
2 Financials 12.48%
3 Industrials 12.42%
4 Technology 11.03%
5 Healthcare 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$60K ﹤0.01%
920
977
$60K ﹤0.01%
1,026
978
$60K ﹤0.01%
3,006
-527
979
$59K ﹤0.01%
+10,000
980
$59K ﹤0.01%
5,535
981
$59K ﹤0.01%
70,066
982
$59K ﹤0.01%
500
983
$59K ﹤0.01%
1,117
984
$59K ﹤0.01%
451
+51
985
$59K ﹤0.01%
760
+460
986
$59K ﹤0.01%
400
987
$59K ﹤0.01%
900
988
$58K ﹤0.01%
1,065
989
$58K ﹤0.01%
1,250
+800
990
$58K ﹤0.01%
724
+24
991
$58K ﹤0.01%
1,000
992
$58K ﹤0.01%
600
993
$58K ﹤0.01%
150
994
$58K ﹤0.01%
+6,000
995
$58K ﹤0.01%
+6,000
996
$58K ﹤0.01%
+6,000
997
$57K ﹤0.01%
895
-793
998
$57K ﹤0.01%
1,100
999
$57K ﹤0.01%
1,200
1000
$57K ﹤0.01%
365
38 39
40
41 42