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
1851
– –
-1,800
1852
– –
-39,300
1853
– –
-9,375
1854
– –
-71,294
1855
– –
-7,000
1856
– –
-92,090
1857
– –
-45,192
1858
– –
-7,400
1859
– –
-16,200
1860
– –
-55,400
1861
– –
-5,000
1862
– –
-2,929
1863
– –
-7,000
1864
– –
-6,000
1865
– –
-1,310
1866
– –
-6,100
1867
– –
-10,100
1868
– –
-9,600
1869
– –
-5,000
1870
– –
-5,000
1871
– –
-500
1872
– –
-18,083
1873
– –
-2,100
1874
– –
-6,300
1875
– –
-1,700
73 74
75
76 77