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
1851
– –
-9,600
1852
– –
-5,000
1853
– –
-5,000
1854
– –
-500
1855
– –
-18,083
1856
– –
-2,100
1857
– –
-1,500
1858
– –
-74,300
1859
– –
-16,093
1860
– –
-96,305
1861
– –
-8,800
1862
– –
-81,400
1863
– –
-6,443
1864
$0 ﹤0.01%
+8
1865
– –
-22,800
1866
– –
-10,337
1867
– –
-16,000
1868
– –
-12,047
1869
– –
-5,000
1870
– –
-67,497
1871
– –
-5,000
1872
– –
-30,929
1873
– –
-93,489
1874
$0 ﹤0.01%
+400
1875
$0 ﹤0.01%
+279
73 74
75
76 77