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
1201
$26K ﹤0.01%
614
1202
$26K ﹤0.01%
+583
1203
$26K ﹤0.01%
200
1204
$26K ﹤0.01%
+2,700
1205
$26K ﹤0.01%
1,698
1206
$25K ﹤0.01%
244
1207
$25K ﹤0.01%
500
1208
$25K ﹤0.01%
600
1209
$25K ﹤0.01%
496
1210
$25K ﹤0.01%
308
1211
$25K ﹤0.01%
441
+1
1212
$25K ﹤0.01%
127
1213
$25K ﹤0.01%
450
1214
$25K ﹤0.01%
167
1215
$25K ﹤0.01%
385
1216
$25K ﹤0.01%
1,000
1217
$25K ﹤0.01%
+3,000
1218
$24K ﹤0.01%
216
-3
1219
$24K ﹤0.01%
568
1220
$24K ﹤0.01%
+330
1221
$24K ﹤0.01%
+689
1222
$24K ﹤0.01%
1,000
1223
$24K ﹤0.01%
140
+40
1224
$24K ﹤0.01%
500
1225
$24K ﹤0.01%
600
+200
47 48
49
50 51