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
1176
$28K ﹤0.01%
572
1177
$28K ﹤0.01%
600
1178
$28K ﹤0.01%
450
-207
1179
$28K ﹤0.01%
62
1180
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+34,100
1181
$28K ﹤0.01%
+2,900
1182
$28K ﹤0.01%
+241
1183
$28K ﹤0.01%
600
1184
$28K ﹤0.01%
+2,935
1185
$27K ﹤0.01%
538
1186
$27K ﹤0.01%
+618
1187
$27K ﹤0.01%
1,388
1188
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490
1189
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440
-23
1190
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155
1191
$27K ﹤0.01%
+29,284
1192
$27K ﹤0.01%
+35,647
1193
$27K ﹤0.01%
+2,800
1194
$26K ﹤0.01%
456
1195
$26K ﹤0.01%
414
-30
1196
$26K ﹤0.01%
+540
1197
$26K ﹤0.01%
335
-305
1198
$26K ﹤0.01%
420
1199
$26K ﹤0.01%
230
1200
$26K ﹤0.01%
219