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
1601
$4K ﹤0.01%
+75
1602
$4K ﹤0.01%
+67
1603
$4K ﹤0.01%
89
1604
$4K ﹤0.01%
+45
1605
$4K ﹤0.01%
+40
1606
$4K ﹤0.01%
425
1607
$4K ﹤0.01%
+104
1608
$4K ﹤0.01%
47
1609
$4K ﹤0.01%
27
1610
$4K ﹤0.01%
+43
1611
$4K ﹤0.01%
+80
1612
$4K ﹤0.01%
130
1613
$4K ﹤0.01%
400
1614
$4K ﹤0.01%
+5,950
1615
$4K ﹤0.01%
+3,200
1616
$4K ﹤0.01%
+3,179
1617
$4K ﹤0.01%
+2,633
1618
$4K ﹤0.01%
+5,050
1619
$4K ﹤0.01%
400
1620
$4K ﹤0.01%
4,570
+1,050
1621
$4K ﹤0.01%
5,132
+66
1622
$4K ﹤0.01%
+75
1623
$4K ﹤0.01%
+400
1624
$4K ﹤0.01%
7,050
+1,000
1625
$4K ﹤0.01%
+3,519
63 64
65
66 67