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
1026
$52K ﹤0.01%
2,500
1027
$52K ﹤0.01%
660
1028
$52K ﹤0.01%
508
+8
1029
$52K ﹤0.01%
1,000
1030
$52K ﹤0.01%
900
1031
$51K ﹤0.01%
200
1032
$51K ﹤0.01%
1,091
1033
$51K ﹤0.01%
864
1034
$51K ﹤0.01%
850
1035
$51K ﹤0.01%
1,007
+4
1036
$51K ﹤0.01%
350
-17
1037
$50K ﹤0.01%
1,100
+175
1038
$50K ﹤0.01%
2,076
1039
$50K ﹤0.01%
374
1040
$50K ﹤0.01%
+5,000
1041
$50K ﹤0.01%
+5,000
1042
$50K ﹤0.01%
+5,200
1043
$50K ﹤0.01%
+5,000
1044
$49K ﹤0.01%
3,700
1045
$49K ﹤0.01%
+5,000
1046
$49K ﹤0.01%
696
1047
$49K ﹤0.01%
2,500
1048
$49K ﹤0.01%
+100
1049
$49K ﹤0.01%
+5,000
1050
$49K ﹤0.01%
+5,000
40 41
42
43 44