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
1826
$0 ﹤0.01%
1
1827
– –
-14,800
1828
– –
-200
1829
– –
-16,770
1830
– –
-4,152
1831
– –
-15,000
1832
– –
-21,989
1833
– –
-48,872
1834
– –
-31,889
1835
– –
-46,600
1836
$0 ﹤0.01%
18
1837
– –
-38,540
1838
– –
-5,000
1839
– –
-22,100
1840
– –
-42,846
1841
– –
-7,000
1842
– –
-5,000
1843
$0 ﹤0.01%
+200
1844
– –
-1,000
1845
– –
-1,800
1846
– –
-39,300
1847
– –
-9,375
1848
– –
-71,294
1849
– –
-7,000
1850
– –
-92,090
72 73
74
75 76