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
1776
$1K ﹤0.01%
45,000
1777
$1K ﹤0.01%
14,650
1778
$1K ﹤0.01%
645
1779
$1K ﹤0.01%
2,544,675
1780
$1K ﹤0.01%
+1,467
1781
$1K ﹤0.01%
1,000
1782
$1K ﹤0.01%
20
1783
$1K ﹤0.01%
8
-12
1784
$1K ﹤0.01%
8
1785
$1K ﹤0.01%
36
1786
$1K ﹤0.01%
24
+1
1787
$1K ﹤0.01%
25
1788
$1K ﹤0.01%
2
-173
1789
$1K ﹤0.01%
5
1790
– –
-80,800
1791
– –
-27,071
1792
– –
-9,900
1793
– –
-1,400
1794
– –
-67,677
1795
– –
-3,904
1796
– –
-5,909
1797
– –
-1,500
1798
$0 ﹤0.01%
142
1799
$0 ﹤0.01%
1,000
1800
– –
-9
70 71
72
73 74