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
1101
$40K ﹤0.01%
3,100
1102
$39K ﹤0.01%
1,278
+31
1103
$39K ﹤0.01%
103
-4
1104
$39K ﹤0.01%
1,325
1105
$39K ﹤0.01%
1,576
1106
$39K ﹤0.01%
1,000
1107
$39K ﹤0.01%
730
1108
$38K ﹤0.01%
561
1109
$38K ﹤0.01%
3,332
1110
$38K ﹤0.01%
600
1111
$38K ﹤0.01%
71
+23
1112
$38K ﹤0.01%
+3,904
1113
$37K ﹤0.01%
758
+344
1114
$37K ﹤0.01%
1,551
-91,259
1115
$37K ﹤0.01%
800
1116
$37K ﹤0.01%
611
+186
1117
$37K ﹤0.01%
2,220
1118
$37K ﹤0.01%
1,050
1119
$37K ﹤0.01%
9,700
-10,300
1120
$36K ﹤0.01%
1,071
-6
1121
$36K ﹤0.01%
3,000
1122
$36K ﹤0.01%
+24,424
1123
$36K ﹤0.01%
500
1124
$35K ﹤0.01%
300
1125
$35K ﹤0.01%
951
+241
43 44
45
46 47