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
1901
– –
-48,063
1902
– –
-5,100
1903
– –
-5,000
1904
– –
-2,800
1905
– –
-2,700
1906
– –
-15,200
1907
– –
-5,675
1908
– –
-240
1909
– –
-4,813
1910
– –
-2,000
1911
– –
-28,600
1912
– –
-45,136
1913
– –
-49,500
1914
– –
-18,282
1915
– –
-1,000
1916
$0 ﹤0.01%
+250
1917
– –
-14,762
1918
– –
-22,805
1919
– –
-3,200
1920
– –
-449,361
1921
– –
-5,400
1922
– –
-17,600
1923
– –
-51,398
1924
– –
-97,099
1925
– –
-5,000
75 76
77
78 79