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
1876
– –
-19,000
1877
– –
-152,462
1878
– –
-5,500
1879
– –
-1,500
1880
– –
-16,093
1881
– –
-96,305
1882
– –
-8,800
1883
– –
-81,400
1884
– –
-6,443
1885
$0 ﹤0.01%
+8
1886
$0 ﹤0.01%
+32
1887
– –
-22,800
1888
– –
-10,337
1889
– –
-16,000
1890
– –
-10,100
1891
– –
-7,500
1892
– –
-6,999
1893
– –
-6,300
1894
– –
-12,047
1895
– –
-5,000
1896
– –
-93,489
1897
$0 ﹤0.01%
+400
1898
$0 ﹤0.01%
+279
1899
– –
-158,100
1900
$0 ﹤0.01%
28
74 75
76
77 78