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
1751
$1K ﹤0.01%
87
1752
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188
1753
$1K ﹤0.01%
+100
1754
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+1,418
1755
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+1,000
1756
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+450
1757
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100
1758
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1,100
1759
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+100
1760
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+566
1761
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+976
1762
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+750
1763
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+1,301
1764
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+675
1765
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+625
1766
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+932
1767
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+539
1768
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100
1769
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45,000
1770
$1K ﹤0.01%
14,650
1771
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20
1772
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+8
1773
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50
1774
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29
1775
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8
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