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
1426
$10K ﹤0.01%
+1,000
1427
$10K ﹤0.01%
+9,419
1428
$10K ﹤0.01%
+1,000
1429
$10K ﹤0.01%
+9,038
1430
$9K ﹤0.01%
200
1431
$9K ﹤0.01%
56
-8
1432
$9K ﹤0.01%
200
1433
$9K ﹤0.01%
30
1434
$9K ﹤0.01%
500
1435
$9K ﹤0.01%
27
1436
$9K ﹤0.01%
1,090
1437
$9K ﹤0.01%
251
1438
$9K ﹤0.01%
+9,023
1439
$9K ﹤0.01%
+7,600
1440
$9K ﹤0.01%
+7,933
1441
$9K ﹤0.01%
117
-13
1442
$9K ﹤0.01%
228
1443
$9K ﹤0.01%
500
1444
$9K ﹤0.01%
+16
1445
$9K ﹤0.01%
50
-25,770
1446
$9K ﹤0.01%
200
1447
$9K ﹤0.01%
900
1448
$9K ﹤0.01%
10,168
+5,168
1449
$9K ﹤0.01%
10,832
+2,500
1450
$9K ﹤0.01%
+10,442
56 57
58
59 60