AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
VISN
Vistance Networks Inc
VISN
+$9.45M
5
FWRD icon
Forward Air
FWRD
+$8.21M

Top Sells

1
+$8.24M
2
+$7.25M
3
+$6.61M
4
PCH
PotlatchDeltic
PCH
+$5.07M
5
ACA icon
Arcosa
ACA
+$4.92M

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
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1,659
1155
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350
1156
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180
+40
1157
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546
+319
1158
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1159
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450
1160
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+3,000
1161
$30K ﹤0.01%
+3,000
1162
$30K ﹤0.01%
+26,300
1163
$29K ﹤0.01%
250
1164
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280
1165
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958
1166
$29K ﹤0.01%
1,231
+31
1167
$29K ﹤0.01%
344
1168
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2,029
-129
1169
$29K ﹤0.01%
326
-428
1170
$29K ﹤0.01%
+30,252
1171
$28K ﹤0.01%
820
1172
$28K ﹤0.01%
572
1173
$28K ﹤0.01%
600
1174
$28K ﹤0.01%
450
-207
1175
$28K ﹤0.01%
62
45 46
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48 49