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
1801
$0 ﹤0.01%
25
1802
– –
-316
1803
– –
-1,900
1804
$0 ﹤0.01%
1,000
1805
– –
0
1806
– –
0
1807
$0 ﹤0.01%
1,000,000
1808
$0 ﹤0.01%
500
1809
$0 ﹤0.01%
1,248,000
1810
$0 ﹤0.01%
640
1811
$0 ﹤0.01%
4,948
1812
$0 ﹤0.01%
50,000
1813
$0 ﹤0.01%
250
1814
– –
-75,205
1815
– –
-19,629
1816
– –
-32,600
1817
– –
-80,800
1818
– –
-27,071
1819
– –
-9,900
1820
– –
-1,000
1821
– –
-1,500
1822
$0 ﹤0.01%
142
1823
$0 ﹤0.01%
1,000
1824
– –
-15,900
1825
– –
-10,000
71 72
73
74 75