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
1901
– –
-14,762
1902
– –
-449,361
1903
– –
-5,400
1904
– –
-17,600
1905
– –
-51,398
1906
– –
-97,099
1907
– –
-5,000
1908
$0 ﹤0.01%
+175
1909
– –
-700
1910
– –
-5,000
1911
– –
-1,000
1912
– –
-1,000
1913
$0 ﹤0.01%
+87
1914
– –
-2,000
1915
– –
-326,782
1916
– –
-16,860
1917
– –
-3,100
1918
– –
-2,300
1919
– –
-100
1920
– –
-1,200
1921
– –
-200
1922
– –
-5,502
1923
– –
-2,000
1924
– –
-20,700
1925
– –
-800
75 76
77
78 79