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
1651
$3K ﹤0.01%
22
1652
$3K ﹤0.01%
68
1653
$3K ﹤0.01%
14
-275
1654
$3K ﹤0.01%
19
1655
$3K ﹤0.01%
10
1656
$3K ﹤0.01%
+31
1657
$3K ﹤0.01%
+3,366
1658
$3K ﹤0.01%
333
1659
$3K ﹤0.01%
300
1660
$3K ﹤0.01%
300
1661
$3K ﹤0.01%
250
1662
$3K ﹤0.01%
+3,200
1663
$3K ﹤0.01%
+3,125
1664
$3K ﹤0.01%
+2,932
1665
$3K ﹤0.01%
+3,366
1666
$3K ﹤0.01%
+3,011
1667
$3K ﹤0.01%
+2,725
1668
$3K ﹤0.01%
+300
1669
$3K ﹤0.01%
5,000
1670
$3K ﹤0.01%
80
-2
1671
$3K ﹤0.01%
+36
1672
$3K ﹤0.01%
48
1673
$2K ﹤0.01%
41
1674
$2K ﹤0.01%
25
1675
$2K ﹤0.01%
+287
65 66
67
68 69