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
1401
$11K ﹤0.01%
481
1402
$11K ﹤0.01%
140
1403
$11K ﹤0.01%
32
1404
$11K ﹤0.01%
+5,000
1405
$11K ﹤0.01%
168
1406
$11K ﹤0.01%
+217
1407
$11K ﹤0.01%
+11,540
1408
$11K ﹤0.01%
67
-456
1409
$11K ﹤0.01%
525
1410
$10K ﹤0.01%
+250
1411
$10K ﹤0.01%
257
1412
$10K ﹤0.01%
347
1413
$10K ﹤0.01%
50
1414
$10K ﹤0.01%
150
1415
$10K ﹤0.01%
300
1416
$10K ﹤0.01%
494
1417
$10K ﹤0.01%
95
+1
1418
$10K ﹤0.01%
+103
1419
$10K ﹤0.01%
184
1420
$10K ﹤0.01%
182
+170
1421
$10K ﹤0.01%
175
1422
$10K ﹤0.01%
388
1423
$10K ﹤0.01%
1,078
1424
$10K ﹤0.01%
+1,000
1425
$10K ﹤0.01%
+9,000
55 56
57
58 59