AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
2,254
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$10.3M
3
+$10.1M
4
FWRD icon
Forward Air
FWRD
+$8.43M
5
VISN
Vistance Networks Inc
VISN
+$8.26M

Top Sells

1
+$8.29M
2
+$7.34M
3
+$6.95M
4
PCH
PotlatchDeltic
PCH
+$5.49M
5
ACA icon
Arcosa
ACA
+$5.18M

Sector Composition

1 Consumer Discretionary 13.3%
2 Financials 12.49%
3 Industrials 12.42%
4 Technology 11.24%
5 Healthcare 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$23K ﹤0.01%
1,000
1227
$23K ﹤0.01%
805
1228
$23K ﹤0.01%
1,000
1229
$23K ﹤0.01%
+21,551
1230
$23K ﹤0.01%
+2,400
1231
$22K ﹤0.01%
800
1232
$22K ﹤0.01%
185
1233
$22K ﹤0.01%
400
1234
$22K ﹤0.01%
111
1235
$22K ﹤0.01%
255
-2
1236
$22K ﹤0.01%
+23,895
1237
$22K ﹤0.01%
600
1238
$22K ﹤0.01%
302
+14
1239
$22K ﹤0.01%
204
1240
$22K ﹤0.01%
427
-91
1241
$22K ﹤0.01%
135
1242
$22K ﹤0.01%
110
1243
$22K ﹤0.01%
+25,068
1244
$22K ﹤0.01%
24,598
+2,032
1245
$21K ﹤0.01%
400
1246
$21K ﹤0.01%
31
1247
$21K ﹤0.01%
1,250
1248
$21K ﹤0.01%
610
1249
$21K ﹤0.01%
800
1250
$21K ﹤0.01%
150
+71
48 49
50
51 52