AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
VISN
Vistance Networks Inc
VISN
+$9.45M
5
FWRD icon
Forward Air
FWRD
+$8.21M

Top Sells

1
+$8.24M
2
+$7.25M
3
+$6.61M
4
PCH
PotlatchDeltic
PCH
+$5.07M
5
ACA icon
Arcosa
ACA
+$4.92M

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
1326
$15K ﹤0.01%
400
1327
$15K ﹤0.01%
71
1328
$15K ﹤0.01%
1,000
1329
$15K ﹤0.01%
1,000
1330
$15K ﹤0.01%
1,177
1331
$15K ﹤0.01%
753
1332
$15K ﹤0.01%
+1,500
1333
$15K ﹤0.01%
+14,839
1334
$15K ﹤0.01%
16,666
1335
$14K ﹤0.01%
225
1336
$14K ﹤0.01%
1,579
+1,500
1337
$14K ﹤0.01%
105
+1
1338
$14K ﹤0.01%
288
1339
$14K ﹤0.01%
300
1340
$14K ﹤0.01%
1,896
1341
$14K ﹤0.01%
+1,400
1342
$14K ﹤0.01%
1,500
1343
$14K ﹤0.01%
270
1344
$14K ﹤0.01%
300
1345
– –
0
1346
$14K ﹤0.01%
477
1347
$14K ﹤0.01%
10
1348
$14K ﹤0.01%
+1,000
1349
$14K ﹤0.01%
590
1350
$14K ﹤0.01%
765
52 53
54
55 56