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
126
$6.67M 0.17%
141,531
-4,852
127
$6.63M 0.17%
22,727
+297
128
$6.48M 0.17%
192,095
-5,572
129
$6.46M 0.17%
27,614
-161
130
$6.34M 0.17%
44,585
-51,015
131
$6.24M 0.16%
28,007
-685
132
$6.18M 0.16%
133,343
-6,465
133
$6.16M 0.16%
330,606
+270,850
134
$6.12M 0.16%
32,836
-1,429
135
$6.11M 0.16%
237,877
136
$6.05M 0.16%
107,210
-40,620
137
$6.04M 0.16%
72,598
-1,444
138
$5.95M 0.16%
482,674
-160,970
139
$5.91M 0.15%
103,566
-3,251
140
$5.76M 0.15%
115,700
-5,310
141
$5.76M 0.15%
302,668
+161,050
142
$5.61M 0.15%
232,580
-7,473
143
$5.57M 0.15%
197,039
-6,720
144
$5.45M 0.14%
63,717
-210
145
$5.45M 0.14%
43,056
+1,281
146
$5.4M 0.14%
393,960
+203,260
147
$5.39M 0.14%
295,678
-42,120
148
$5.37M 0.14%
324,470
+89,430
149
$5.35M 0.14%
288,335
+39,151
150
$5.24M 0.14%
96,120
-1,830
4 5
6
7 8