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
1426
$10K ﹤0.01%
+1,000
1427
$10K ﹤0.01%
+1,000
1428
$10K ﹤0.01%
975
1429
$10K ﹤0.01%
+15,944
1430
$10K ﹤0.01%
+9,419
1431
$10K ﹤0.01%
+1,000
1432
$10K ﹤0.01%
+9,038
1433
$10K ﹤0.01%
+1,000
1434
$10K ﹤0.01%
+39
1435
$9K ﹤0.01%
56
-8
1436
$9K ﹤0.01%
200
1437
$9K ﹤0.01%
+10,442
1438
$9K ﹤0.01%
117
-13
1439
$9K ﹤0.01%
228
1440
$9K ﹤0.01%
200
1441
$9K ﹤0.01%
30
1442
$9K ﹤0.01%
500
1443
$9K ﹤0.01%
27
1444
$9K ﹤0.01%
500
1445
$9K ﹤0.01%
+16
1446
$9K ﹤0.01%
50
-25,770
1447
$9K ﹤0.01%
200
1448
$9K ﹤0.01%
1,090
1449
$9K ﹤0.01%
251
1450
$9K ﹤0.01%
900
56 57
58
59 60