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
1876
– –
-6,300
1877
– –
-12,047
1878
– –
-5,000
1879
– –
-30,929
1880
– –
-93,489
1881
$0 ﹤0.01%
+400
1882
$0 ﹤0.01%
+279
1883
– –
-158,100
1884
$0 ﹤0.01%
28
1885
– –
-48,063
1886
– –
-5,100
1887
– –
-5,000
1888
– –
-2,800
1889
– –
-2,700
1890
– –
-15,200
1891
– –
-5,675
1892
– –
-240
1893
– –
-4,813
1894
– –
-2,000
1895
– –
-28,600
1896
– –
-45,136
1897
– –
-49,500
1898
– –
-18,282
1899
– –
-1,000
1900
$0 ﹤0.01%
+250
74 75
76
77 78