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
1726
$2K ﹤0.01%
+1,259
1727
$2K ﹤0.01%
+2,147
1728
$2K ﹤0.01%
+2,332
1729
$2K ﹤0.01%
+1,666
1730
$2K ﹤0.01%
1,850
1731
$2K ﹤0.01%
+2,550
1732
$2K ﹤0.01%
+1,604
1733
$2K ﹤0.01%
1,047
1734
$2K ﹤0.01%
+1,400
1735
$1K ﹤0.01%
5
1736
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20
1737
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+10
1738
$1K ﹤0.01%
20
1739
$1K ﹤0.01%
+8
1740
$1K ﹤0.01%
50
1741
$1K ﹤0.01%
29
1742
$1K ﹤0.01%
8
-12
1743
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+100
1744
$1K ﹤0.01%
24
1745
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8
1746
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36
1747
$1K ﹤0.01%
24
+1
1748
$1K ﹤0.01%
50
1749
$1K ﹤0.01%
87
1750
$1K ﹤0.01%
25