AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
– –
-28,600
1902
– –
-45,136
1903
– –
-49,500
1904
– –
-18,282
1905
– –
-1,000
1906
$0 ﹤0.01%
+250
1907
– –
-449,361
1908
– –
-5,400
1909
– –
-17,600
1910
– –
-51,398
1911
– –
-97,099
1912
– –
-5,000
1913
$0 ﹤0.01%
+175
1914
– –
-700
1915
– –
-5,000
1916
– –
-1,000
1917
– –
-1,000
1918
$0 ﹤0.01%
+87
1919
– –
-2,000
1920
– –
-326,782
1921
– –
-16,860
1922
– –
-3,100
1923
– –
-2,300
1924
– –
-100
1925
– –
-1,200
75 76
77
78 79