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
1226
$24K ﹤0.01%
+577
1227
$23K ﹤0.01%
2,159
+40
1228
$23K ﹤0.01%
4,000
1229
$23K ﹤0.01%
143
1230
$23K ﹤0.01%
1,000
1231
$23K ﹤0.01%
805
1232
$23K ﹤0.01%
1,000
1233
$23K ﹤0.01%
+21,551
1234
$23K ﹤0.01%
+2,400
1235
$22K ﹤0.01%
111
1236
$22K ﹤0.01%
255
-2
1237
$22K ﹤0.01%
+23,895
1238
$22K ﹤0.01%
600
1239
$22K ﹤0.01%
302
+14
1240
$22K ﹤0.01%
800
1241
$22K ﹤0.01%
185
1242
$22K ﹤0.01%
400
1243
$22K ﹤0.01%
204
1244
$22K ﹤0.01%
427
-91
1245
$22K ﹤0.01%
135
1246
$22K ﹤0.01%
110
1247
$22K ﹤0.01%
+25,068
1248
$22K ﹤0.01%
24,598
+2,032
1249
$21K ﹤0.01%
400
1250
$21K ﹤0.01%
31