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
1351
$14K ﹤0.01%
+13,279
1352
$14K ﹤0.01%
+1,500
1353
$14K ﹤0.01%
+13,498
1354
$14K ﹤0.01%
+1,400
1355
$14K ﹤0.01%
288
1356
$14K ﹤0.01%
300
1357
$14K ﹤0.01%
1,896
1358
$14K ﹤0.01%
477
1359
$14K ﹤0.01%
10
1360
$13K ﹤0.01%
167
+31
1361
$13K ﹤0.01%
145
1362
$13K ﹤0.01%
183
+20
1363
$13K ﹤0.01%
250
1364
$13K ﹤0.01%
204
1365
$13K ﹤0.01%
769
1366
$13K ﹤0.01%
210
1367
$13K ﹤0.01%
71
-15
1368
$13K ﹤0.01%
+14,944
1369
$13K ﹤0.01%
750
1370
$13K ﹤0.01%
27
+4
1371
$13K ﹤0.01%
7,400
1372
$13K ﹤0.01%
400
-150
1373
$13K ﹤0.01%
19,860
+3,150
1374
$12K ﹤0.01%
35
1375
$12K ﹤0.01%
313
53 54
55
56 57