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
101
$9.22M 0.24%
164,204
+13,929
102
$9.16M 0.24%
852,129
-17,914
103
$8.97M 0.23%
174,063
-91,103
104
$8.8M 0.23%
48,680
-15,877
105
$8.71M 0.23%
182,465
-3,490
106
$8.7M 0.23%
325,400
-84,100
107
$8.68M 0.23%
75,253
+3,741
108
$8.42M 0.22%
81,237
109
$8.1M 0.21%
46,632
+6,153
110
$7.8M 0.2%
2,775,530
-13,250
111
$7.8M 0.2%
91,389
-1,895
112
$7.73M 0.2%
102,347
+5,880
113
$7.7M 0.2%
129,555
-1,955
114
$7.59M 0.2%
20,516
-330
115
$7.21M 0.19%
331,747
+15,475
116
$7.08M 0.19%
488,377
-21,090
117
$7.08M 0.18%
180,712
+1,952
118
$7M 0.18%
195,807
+81,307
119
$6.99M 0.18%
1,008,740
+199,927
120
$6.99M 0.18%
82,210
-1,540
121
$6.94M 0.18%
41,798
+553
122
$6.94M 0.18%
123,887
-10,494
123
$6.89M 0.18%
17,426
-93
124
$6.73M 0.18%
58,072
-141
125
$6.73M 0.18%
153,210
-6,310
3 4
5
6 7