AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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
VISN
Vistance Networks Inc
VISN
+$9.45M
5
FWRD icon
Forward Air
FWRD
+$8.21M

Top Sells

1
+$8.24M
2
+$7.25M
3
+$6.61M
4
PCH
PotlatchDeltic
PCH
+$5.07M
5
ACA icon
Arcosa
ACA
+$4.92M

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
– –
-6,300
1858
– –
-1,700
1859
– –
-19,000
1860
– –
-152,462
1861
– –
-5,500
1862
– –
-1,500
1863
– –
-74,300
1864
– –
-16,093
1865
– –
-96,305
1866
– –
-8,800
1867
– –
-81,400
1868
– –
-6,443
1869
$0 ﹤0.01%
+8
1870
– –
-22,800
1871
– –
-10,337
1872
– –
-16,000
1873
– –
-10,100
1874
– –
-7,500
1875
– –
-6,999
73 74
75
76 77