AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
1876
– –
-6,443
1877
$0 ﹤0.01%
+8
1878
– –
-22,800
1879
– –
-10,337
1880
– –
-16,000
1881
– –
-12,047
1882
– –
-5,000
1883
– –
-67,497
1884
– –
-5,000
1885
– –
-30,929
1886
– –
-93,489
1887
$0 ﹤0.01%
+400
1888
$0 ﹤0.01%
+279
1889
– –
-158,100
1890
$0 ﹤0.01%
28
1891
– –
-48,063
1892
– –
-5,100
1893
– –
-5,000
1894
– –
-2,800
1895
– –
-2,700
1896
– –
-15,200
1897
– –
-5,675
1898
– –
-240
1899
– –
-4,813
1900
– –
-2,000
74 75
76
77 78