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
1801
$0 ﹤0.01%
+11
1802
– –
-350
1803
– –
-36,100
1804
– –
-43,102
1805
– –
-2,222
1806
– –
-11,900
1807
– –
-54,888
1808
– –
-18,098
1809
– –
-4
1810
– –
-15,900
1811
– –
-10,000
1812
– –
-59,519
1813
– –
-77,786
1814
– –
-15,000
1815
– –
-21,989
1816
– –
-6,300
1817
– –
-1,700
1818
– –
-19,000
1819
– –
-152,462
1820
– –
-5,500
1821
– –
-10,100
1822
– –
-7,500
1823
– –
-6,999
1824
– –
-6,300
1825
– –
-2,000
71 72
73
74 75