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
1126
$36K ﹤0.01%
500
1127
$36K ﹤0.01%
+24,424
1128
$35K ﹤0.01%
300
1129
$35K ﹤0.01%
951
+241
1130
$35K ﹤0.01%
1,850
1131
$34K ﹤0.01%
600
1132
$34K ﹤0.01%
1,265
1133
$34K ﹤0.01%
1,500
1134
$34K ﹤0.01%
+48,152
1135
$34K ﹤0.01%
34,800
-200
1136
$33K ﹤0.01%
1,443
1137
$33K ﹤0.01%
175
1138
$33K ﹤0.01%
732
+138
1139
$33K ﹤0.01%
1,802
1140
$33K ﹤0.01%
+34,118
1141
$33K ﹤0.01%
508
1142
$33K ﹤0.01%
3,366
1143
$33K ﹤0.01%
4,268
1144
$32K ﹤0.01%
533
1145
$32K ﹤0.01%
425
1146
$32K ﹤0.01%
+46,309
1147
$32K ﹤0.01%
3,300
1148
$32K ﹤0.01%
+4,000
1149
$32K ﹤0.01%
+46,419
1150
$31K ﹤0.01%
400
44 45
46
47 48