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
1501
$7K ﹤0.01%
150
1502
$7K ﹤0.01%
+60
1503
$7K ﹤0.01%
108
1504
$7K ﹤0.01%
60
1505
$7K ﹤0.01%
150
1506
$7K ﹤0.01%
500
1507
$7K ﹤0.01%
75
1508
$7K ﹤0.01%
200
1509
$7K ﹤0.01%
+83
1510
$7K ﹤0.01%
300
1511
$7K ﹤0.01%
642
1512
$7K ﹤0.01%
+61
1513
$7K ﹤0.01%
200
1514
$7K ﹤0.01%
625
+250
1515
$7K ﹤0.01%
+250
1516
$7K ﹤0.01%
+63
1517
$7K ﹤0.01%
+700
1518
$7K ﹤0.01%
+700
1519
$7K ﹤0.01%
+7,600
1520
$7K ﹤0.01%
10,439
1521
$7K ﹤0.01%
223
1522
$7K ﹤0.01%
+9,532
1523
$7K ﹤0.01%
370
1524
$7K ﹤0.01%
109
1525
$6K ﹤0.01%
600
59 60
61
62 63