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
1701
$2K ﹤0.01%
+1,250
1702
$2K ﹤0.01%
+1,750
1703
$2K ﹤0.01%
+1,479
1704
$2K ﹤0.01%
+1,000
1705
$2K ﹤0.01%
+2,332
1706
$2K ﹤0.01%
200
1707
$2K ﹤0.01%
+2,000
1708
$2K ﹤0.01%
200
1709
$2K ﹤0.01%
+2,500
1710
$2K ﹤0.01%
+1,666
1711
$2K ﹤0.01%
+200
1712
$2K ﹤0.01%
2,100
1713
$2K ﹤0.01%
2,066
1714
$2K ﹤0.01%
+1,259
1715
$2K ﹤0.01%
+2,147
1716
$2K ﹤0.01%
+2,332
1717
$2K ﹤0.01%
+1,666
1718
$2K ﹤0.01%
+1,604
1719
$2K ﹤0.01%
1,047
1720
$2K ﹤0.01%
+1,400
1721
$2K ﹤0.01%
+4
1722
$2K ﹤0.01%
+250
1723
$2K ﹤0.01%
176
1724
$2K ﹤0.01%
525
1725
$2K ﹤0.01%
36
67 68
69
70 71