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
1826
– –
-59,519
1827
– –
-47,000
1828
– –
-77,786
1829
– –
-117,140
1830
– –
-15,805
1831
– –
-2,400
1832
$0 ﹤0.01%
1
1833
– –
-14,800
1834
– –
-200
1835
– –
-16,770
1836
– –
-4,152
1837
– –
-15,000
1838
– –
-21,989
1839
– –
-48,872
1840
– –
-31,889
1841
– –
-46,600
1842
$0 ﹤0.01%
18
1843
– –
-38,540
1844
– –
-5,000
1845
– –
-22,100
1846
– –
-42,846
1847
– –
-7,000
1848
– –
-5,000
1849
$0 ﹤0.01%
+200
1850
– –
-1,000
72 73
74
75 76