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
1076
$44K ﹤0.01%
1,200
1077
$44K ﹤0.01%
625
1078
$44K ﹤0.01%
1,000
1079
$44K ﹤0.01%
382
1080
$44K ﹤0.01%
+52,700
1081
$44K ﹤0.01%
+25,698
1082
$43K ﹤0.01%
846
1083
$43K ﹤0.01%
1,966
1084
$43K ﹤0.01%
620
1085
$43K ﹤0.01%
+5,000
1086
$42K ﹤0.01%
2,322
+3
1087
$42K ﹤0.01%
1,539
1088
$42K ﹤0.01%
133
+1
1089
$42K ﹤0.01%
1,180
1090
$41K ﹤0.01%
600
1091
$41K ﹤0.01%
+280
1092
$41K ﹤0.01%
1,436
1093
$41K ﹤0.01%
600
-5
1094
$41K ﹤0.01%
1,580
1095
$41K ﹤0.01%
+101
1096
$40K ﹤0.01%
325
1097
$40K ﹤0.01%
1,281
1098
$40K ﹤0.01%
+1,585
1099
$40K ﹤0.01%
+4,152
1100
$40K ﹤0.01%
724
42 43
44
45 46