AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
VISN
Vistance Networks Inc
VISN
+$9.45M
5
FWRD icon
Forward Air
FWRD
+$8.21M

Top Sells

1 +$8.24M
2 +$7.25M
3 +$6.61M
4
PCH
PotlatchDeltic
PCH
+$5.07M
5
ACA icon
Arcosa
ACA
+$4.92M

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%
60
1502
$7K ﹤0.01%
150
1503
$7K ﹤0.01%
75
1504
$7K ﹤0.01%
200
1505
$7K ﹤0.01%
+83
1506
$7K ﹤0.01%
300
1507
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642
1508
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+61
1509
$7K ﹤0.01%
200
1510
$7K ﹤0.01%
625
+250
1511
$7K ﹤0.01%
+250
1512
$7K ﹤0.01%
+63
1513
$7K ﹤0.01%
+700
1514
$7K ﹤0.01%
+7,600
1515
$7K ﹤0.01%
10,439
1516
$7K ﹤0.01%
223
1517
$7K ﹤0.01%
+9,532
1518
$7K ﹤0.01%
370
1519
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109
1520
$6K ﹤0.01%
+41
1521
$6K ﹤0.01%
+62
1522
$6K ﹤0.01%
634
1523
$6K ﹤0.01%
+600
1524
$6K ﹤0.01%
40
1525
$6K ﹤0.01%
+3,450