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
1901
– –
-1,000
1902
$0 ﹤0.01%
+87
1903
– –
-2,000
1904
– –
-326,782
1905
– –
-16,860
1906
– –
-3,100
1907
– –
-2,300
1908
– –
-100
1909
– –
-1,200
1910
– –
-200
1911
– –
-5,502
1912
– –
-2,000
1913
– –
-20,700
1914
– –
-800
1915
– –
-4,501
1916
– –
-1,000
1917
– –
-15,000
1918
– –
-4,000
1919
– –
-2,000
1920
– –
-588
1921
– –
-1,000
1922
– –
-27,000
1923
– –
-1,000
1924
– –
-20,253
1925
– –
-2,850
75 76
77
78 79