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
1326
$15K ﹤0.01%
925
1327
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100
1328
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1,000
1329
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1,000
-8,760
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753
1336
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+1,500
1337
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+14,839
1338
$15K ﹤0.01%
16,666
1339
$14K ﹤0.01%
225
1340
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1,579
+1,500
1341
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105
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1342
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1343
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1344
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1,896
1345
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+1,400
1346
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1,500
1347
$14K ﹤0.01%
270
1348
$14K ﹤0.01%
300
1349
$14K ﹤0.01%
1
1350
$14K ﹤0.01%
477