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
1151
$30K ﹤0.01%
471
1152
$30K ﹤0.01%
+3,000
1153
$30K ﹤0.01%
452
1154
$30K ﹤0.01%
1,659
1155
$30K ﹤0.01%
350
1156
$30K ﹤0.01%
180
+40
1157
$30K ﹤0.01%
546
+319
1158
$30K ﹤0.01%
560
1159
$30K ﹤0.01%
450
1160
$30K ﹤0.01%
+3,000
1161
$30K ﹤0.01%
+3,000
1162
$30K ﹤0.01%
+26,300
1163
$29K ﹤0.01%
1,231
+31
1164
$29K ﹤0.01%
326
-428
1165
$29K ﹤0.01%
+30,252
1166
$29K ﹤0.01%
250
1167
$29K ﹤0.01%
280
1168
$29K ﹤0.01%
958
1169
$29K ﹤0.01%
344
1170
$29K ﹤0.01%
2,029
-129
1171
$28K ﹤0.01%
820
1172
$28K ﹤0.01%
572
1173
$28K ﹤0.01%
62
1174
$28K ﹤0.01%
+34,100
1175
$28K ﹤0.01%
+2,900
45 46
47
48 49