AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
1726
$2K ﹤0.01%
+2,000
1727
$2K ﹤0.01%
400
1728
$2K ﹤0.01%
1,850
1729
$2K ﹤0.01%
+2,550
1730
$1K ﹤0.01%
17
1731
– –
0
1732
$1K ﹤0.01%
3
1733
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+8
1734
$1K ﹤0.01%
50
1735
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1736
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1737
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25
1738
$1K ﹤0.01%
87
1739
$1K ﹤0.01%
+3
1740
$1K ﹤0.01%
200
1741
$1K ﹤0.01%
10
1742
$1K ﹤0.01%
+39
1743
$1K ﹤0.01%
20
1744
$1K ﹤0.01%
+10
1745
$1K ﹤0.01%
58
1746
$1K ﹤0.01%
32
1747
$1K ﹤0.01%
+3
1748
$1K ﹤0.01%
+2
1749
$1K ﹤0.01%
3
1750
$1K ﹤0.01%
6
68 69
70
71 72