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
1051
$49K ﹤0.01%
+5,000
1052
$49K ﹤0.01%
5,043
1053
$49K ﹤0.01%
+5,000
1054
$48K ﹤0.01%
2,000
1055
$48K ﹤0.01%
2,500
+1,000
1056
$48K ﹤0.01%
167
-28
1057
$48K ﹤0.01%
+5,029
1058
$48K ﹤0.01%
5,000
1059
$48K ﹤0.01%
+5,000
1060
$47K ﹤0.01%
800
1061
$47K ﹤0.01%
1,620
1062
$47K ﹤0.01%
4,538
1063
$47K ﹤0.01%
800
1064
$47K ﹤0.01%
+4,813
1065
$47K ﹤0.01%
873
+4
1066
$47K ﹤0.01%
710
+2
1067
$47K ﹤0.01%
528
1068
$46K ﹤0.01%
438
+338
1069
$46K ﹤0.01%
800
1070
$46K ﹤0.01%
100
1071
$46K ﹤0.01%
2,800
1072
$45K ﹤0.01%
430
1073
$45K ﹤0.01%
+96
1074
$45K ﹤0.01%
285
-191
1075
$45K ﹤0.01%
+37,515
41 42
43
44 45