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
1626
$4K ﹤0.01%
300
1627
$4K ﹤0.01%
25
1628
$4K ﹤0.01%
66
1629
$4K ﹤0.01%
+196
1630
$4K ﹤0.01%
+27
1631
$4K ﹤0.01%
38
1632
$4K ﹤0.01%
+3,175
1633
$3K ﹤0.01%
50
1634
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100
1635
$3K ﹤0.01%
19
1636
$3K ﹤0.01%
+22
1637
$3K ﹤0.01%
479
1638
$3K ﹤0.01%
37
1639
$3K ﹤0.01%
400
1640
$3K ﹤0.01%
+84
1641
$3K ﹤0.01%
+32
1642
$3K ﹤0.01%
31
1643
$3K ﹤0.01%
27
1644
$3K ﹤0.01%
100
1645
$3K ﹤0.01%
50
1646
$3K ﹤0.01%
+18
1647
$3K ﹤0.01%
108
1648
$3K ﹤0.01%
100
1649
$3K ﹤0.01%
150
1650
$3K ﹤0.01%
+5,000
64 65
66
67 68