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