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
1301
$17K ﹤0.01%
210
1302
$17K ﹤0.01%
100
1303
$17K ﹤0.01%
738
-9
1304
$17K ﹤0.01%
85
+68
1305
$17K ﹤0.01%
718
1306
$17K ﹤0.01%
+16,842
1307
$17K ﹤0.01%
1
1308
$17K ﹤0.01%
103
+19
1309
$17K ﹤0.01%
+24,436
1310
$17K ﹤0.01%
+12,750
1311
$17K ﹤0.01%
+1,700
1312
$17K ﹤0.01%
+16,500
1313
$16K ﹤0.01%
500
1314
$16K ﹤0.01%
1,320
1315
$16K ﹤0.01%
150
1316
$16K ﹤0.01%
200
1317
$16K ﹤0.01%
337
+137
1318
$16K ﹤0.01%
535
+1
1319
$16K ﹤0.01%
500
1320
$16K ﹤0.01%
780
1321
$16K ﹤0.01%
29
1322
$16K ﹤0.01%
1,500
1323
$16K ﹤0.01%
+800
1324
$16K ﹤0.01%
+1,700
1325
$16K ﹤0.01%
200