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
1876
– –
-96,305
1877
– –
-8,800
1878
– –
-81,400
1879
– –
-6,443
1880
$0 ﹤0.01%
+8
1881
$0 ﹤0.01%
+32
1882
– –
-22,800
1883
– –
-10,337
1884
– –
-16,000
1885
– –
-10,100
1886
– –
-7,500
1887
– –
-6,999
1888
– –
-6,300
1889
– –
-12,047
1890
– –
-5,000
1891
– –
-30,929
1892
– –
-93,489
1893
$0 ﹤0.01%
+400
1894
$0 ﹤0.01%
+279
1895
– –
-158,100
1896
$0 ﹤0.01%
28
1897
– –
-48,063
1898
– –
-5,100
1899
– –
-5,000
1900
– –
-2,800
74 75
76
77 78