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
1901
– –
-2,700
1902
– –
-15,200
1903
– –
-5,675
1904
– –
-240
1905
– –
-4,813
1906
– –
-2,000
1907
– –
-28,600
1908
– –
-45,136
1909
– –
-49,500
1910
– –
-18,282
1911
– –
-1,000
1912
$0 ﹤0.01%
+250
1913
– –
-14,762
1914
– –
-51,398
1915
– –
-97,099
1916
– –
-5,000
1917
$0 ﹤0.01%
+175
1918
– –
-700
1919
– –
-5,000
1920
– –
-1,000
1921
– –
-1,000
1922
$0 ﹤0.01%
+87
1923
– –
-2,000
1924
– –
-326,782
1925
– –
-16,860
75 76
77
78 79