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
1151
$31K ﹤0.01%
3,200
1152
$31K ﹤0.01%
+25,053
1153
$31K ﹤0.01%
2,750
1154
$30K ﹤0.01%
660
1155
$30K ﹤0.01%
471
1156
$30K ﹤0.01%
+3,000
1157
$30K ﹤0.01%
452
1158
$30K ﹤0.01%
1,659
1159
$30K ﹤0.01%
350
1160
$30K ﹤0.01%
180
+40
1161
$30K ﹤0.01%
546
+319
1162
$30K ﹤0.01%
560
1163
$30K ﹤0.01%
450
1164
$30K ﹤0.01%
+3,000
1165
$30K ﹤0.01%
+3,000
1166
$30K ﹤0.01%
+26,300
1167
$29K ﹤0.01%
1,231
+31
1168
$29K ﹤0.01%
250
1169
$29K ﹤0.01%
280
1170
$29K ﹤0.01%
958
1171
$29K ﹤0.01%
344
1172
$29K ﹤0.01%
2,029
-129
1173
$29K ﹤0.01%
163
-214
1174
$29K ﹤0.01%
+30,252
1175
$28K ﹤0.01%
820