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
1001
$57K ﹤0.01%
12,571
+275
1002
$56K ﹤0.01%
3,331
1003
$56K ﹤0.01%
1,750
1004
$56K ﹤0.01%
6,500
1005
$56K ﹤0.01%
1,500
-200
1006
$56K ﹤0.01%
466
-14
1007
$56K ﹤0.01%
+133
1008
$56K ﹤0.01%
7,150
-2,000
1009
$55K ﹤0.01%
+5,675
1010
$55K ﹤0.01%
253
+171
1011
$55K ﹤0.01%
1,603
-126,869
1012
$55K ﹤0.01%
2,304
1013
$55K ﹤0.01%
35
1014
$55K ﹤0.01%
590
-10
1015
$55K ﹤0.01%
300
1016
$54K ﹤0.01%
+262
1017
$54K ﹤0.01%
435
+135
1018
$54K ﹤0.01%
788
1019
$54K ﹤0.01%
13,642
+349
1020
$54K ﹤0.01%
288
1021
$54K ﹤0.01%
758
1022
$54K ﹤0.01%
1,538
1023
$53K ﹤0.01%
334
-4
1024
$53K ﹤0.01%
671
+323
1025
$53K ﹤0.01%
+183
39 40
41
42 43