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
151
$5.24M 0.14%
+895,070
152
$5.11M 0.13%
96,233
-95,345
153
$5.09M 0.13%
45,521
+296
154
$5.05M 0.13%
199,646
-78,960
155
$5.02M 0.13%
30,319
-673
156
$5.02M 0.13%
35,138
+12,911
157
$4.96M 0.13%
253,203
-26,285
158
$4.94M 0.13%
154,074
159
$4.91M 0.13%
22,306
-1,053
160
$4.89M 0.13%
25,978
+365
161
$4.87M 0.13%
17,930
-357
162
$4.85M 0.13%
111,588
+37,928
163
$4.84M 0.13%
160,054
+30,211
164
$4.83M 0.13%
404,237
-251,772
165
$4.79M 0.13%
81,247
-60,930
166
$4.78M 0.12%
67,347
-23,470
167
$4.71M 0.12%
133,516
-7,950
168
$4.68M 0.12%
262,260
+88,260
169
$4.63M 0.12%
77,653
-2,766
170
$4.6M 0.12%
39,838
+39,487
171
$4.48M 0.12%
133,605
-65,040
172
$4.47M 0.12%
229,461
-22,644
173
$4.45M 0.12%
272,904
-6,170
174
$4.42M 0.12%
48,510
+995
175
$4.42M 0.12%
56,718
-2,907
5 6
7
8 9