AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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%
5,450
1802
$0 ﹤0.01%
1,248,000
1803
$0 ﹤0.01%
640
1804
$0 ﹤0.01%
4,948
1805
$0 ﹤0.01%
50,000
1806
$0 ﹤0.01%
250
1807
– –
-40,369
1808
– –
-34,623
1809
– –
-75,205
1810
– –
-19,629
1811
– –
-32,600
1812
– –
-80,800
1813
– –
-27,071
1814
– –
-9,900
1815
– –
-1,000
1816
– –
-102,300
1817
– –
-1,400
1818
– –
-67,677
1819
– –
-3,904
1820
– –
-5,909
1821
– –
-1,500
1822
$0 ﹤0.01%
142
1823
$0 ﹤0.01%
1,000
1824
– –
-117,140
1825
– –
-2,400
71 72
73
74 75