AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
1501
$7K ﹤0.01%
75
1502
$7K ﹤0.01%
200
1503
$7K ﹤0.01%
+83
1504
$7K ﹤0.01%
300
1505
$7K ﹤0.01%
642
1506
$7K ﹤0.01%
+61
1507
$7K ﹤0.01%
+63
1508
$7K ﹤0.01%
+700
1509
$7K ﹤0.01%
+7,600
1510
$7K ﹤0.01%
10,439
1511
$7K ﹤0.01%
223
1512
$7K ﹤0.01%
+9,532
1513
$7K ﹤0.01%
370
1514
$7K ﹤0.01%
109
1515
$7K ﹤0.01%
+60
1516
$7K ﹤0.01%
200
1517
$7K ﹤0.01%
625
+250
1518
$7K ﹤0.01%
+250
1519
$7K ﹤0.01%
+700
1520
$6K ﹤0.01%
634
1521
$6K ﹤0.01%
+600
1522
$6K ﹤0.01%
40
1523
$6K ﹤0.01%
+3,450
1524
$6K ﹤0.01%
75
1525
$6K ﹤0.01%
+18
59 60
61
62 63