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
1626
$4K ﹤0.01%
+3,179
1627
$4K ﹤0.01%
+2,633
1628
$4K ﹤0.01%
+5,050
1629
$4K ﹤0.01%
400
1630
$4K ﹤0.01%
4,570
+1,050
1631
$4K ﹤0.01%
5,132
+66
1632
$4K ﹤0.01%
+75
1633
$4K ﹤0.01%
+400
1634
$4K ﹤0.01%
7,050
+1,000
1635
$4K ﹤0.01%
+3,519
1636
$4K ﹤0.01%
300
1637
$4K ﹤0.01%
25
1638
$3K ﹤0.01%
100
1639
$3K ﹤0.01%
19
1640
$3K ﹤0.01%
+22
1641
$3K ﹤0.01%
479
1642
$3K ﹤0.01%
50
1643
$3K ﹤0.01%
37
1644
$3K ﹤0.01%
400
1645
$3K ﹤0.01%
+84
1646
$3K ﹤0.01%
+32
1647
$3K ﹤0.01%
31
1648
$3K ﹤0.01%
27
1649
$3K ﹤0.01%
+36
1650
$3K ﹤0.01%
48