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
1001
$56K ﹤0.01%
6,500
1002
$56K ﹤0.01%
1,500
-200
1003
$56K ﹤0.01%
466
-14
1004
$56K ﹤0.01%
+133
1005
$56K ﹤0.01%
7,150
-2,000
1006
$55K ﹤0.01%
+5,675
1007
$55K ﹤0.01%
253
+171
1008
$55K ﹤0.01%
1,603
-126,869
1009
$55K ﹤0.01%
2,304
1010
$55K ﹤0.01%
35
1011
$55K ﹤0.01%
590
-10
1012
$55K ﹤0.01%
300
1013
$54K ﹤0.01%
758
1014
$54K ﹤0.01%
1,538
1015
$54K ﹤0.01%
+262
1016
$54K ﹤0.01%
435
+135
1017
$54K ﹤0.01%
788
1018
$54K ﹤0.01%
13,642
+349
1019
$54K ﹤0.01%
288
1020
$53K ﹤0.01%
334
-4
1021
$53K ﹤0.01%
671
+323
1022
$53K ﹤0.01%
+183
1023
$53K ﹤0.01%
600
1024
$53K ﹤0.01%
3,000
1025
$52K ﹤0.01%
1,500
39 40
41
42 43