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
1701
$2K ﹤0.01%
80
1702
$2K ﹤0.01%
+33
1703
$2K ﹤0.01%
+10
1704
$2K ﹤0.01%
100
1705
$2K ﹤0.01%
50
1706
$2K ﹤0.01%
+6
1707
$2K ﹤0.01%
20
1708
$2K ﹤0.01%
8
1709
$2K ﹤0.01%
+1,825
1710
$2K ﹤0.01%
+1,666
1711
$2K ﹤0.01%
+1,419
1712
$2K ﹤0.01%
+1,250
1713
$2K ﹤0.01%
+1,750
1714
$2K ﹤0.01%
+1,479
1715
$2K ﹤0.01%
+1,000
1716
$2K ﹤0.01%
+2,332
1717
$2K ﹤0.01%
200
1718
$2K ﹤0.01%
+2,000
1719
$2K ﹤0.01%
200
1720
$2K ﹤0.01%
+2,500
1721
$2K ﹤0.01%
+1,666
1722
$2K ﹤0.01%
+2,000
1723
$2K ﹤0.01%
+200
1724
$2K ﹤0.01%
2,100
1725
$2K ﹤0.01%
400
67 68
69
70 71