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
1876
– –
-158,100
1877
$0 ﹤0.01%
28
1878
– –
-48,063
1879
– –
-5,100
1880
– –
-5,000
1881
– –
-2,800
1882
– –
-2,700
1883
– –
-15,200
1884
– –
-5,675
1885
– –
-240
1886
– –
-4,813
1887
– –
-49,500
1888
– –
-18,282
1889
– –
-1,000
1890
$0 ﹤0.01%
+250
1891
– –
-449,361
1892
– –
-5,400
1893
– –
-17,600
1894
– –
-51,398
1895
– –
-97,099
1896
– –
-5,000
1897
$0 ﹤0.01%
+175
1898
– –
-700
1899
– –
-5,000
1900
– –
-1,000
74 75
76
77 78