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
1576
$5K ﹤0.01%
50
1577
$5K ﹤0.01%
+166
1578
$5K ﹤0.01%
+385
1579
$5K ﹤0.01%
92
1580
$5K ﹤0.01%
92
1581
$5K ﹤0.01%
+26
1582
$5K ﹤0.01%
+23
1583
$5K ﹤0.01%
100
1584
$5K ﹤0.01%
+18
1585
$5K ﹤0.01%
22
+15
1586
$5K ﹤0.01%
+39
1587
$5K ﹤0.01%
58
-7
1588
$5K ﹤0.01%
109
1589
$5K ﹤0.01%
350
1590
$5K ﹤0.01%
+4,600
1591
$5K ﹤0.01%
800
-50
1592
$5K ﹤0.01%
+3,750
1593
$5K ﹤0.01%
+6,027
1594
$5K ﹤0.01%
+5,400
1595
$5K ﹤0.01%
500
1596
$5K ﹤0.01%
464
1597
$5K ﹤0.01%
+5,364
1598
$5K ﹤0.01%
490
1599
$5K ﹤0.01%
+500
1600
$5K ﹤0.01%
+300