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
1926
– –
-4,501
1927
– –
-1,000
1928
– –
-15,000
1929
– –
-4,000
1930
– –
-2,000
1931
– –
-588
1932
– –
-1,000
1933
– –
-27,000
1934
– –
-1,000
1935
– –
-20,253
1936
– –
-2,850
1937
– –
-200,389
1938
– –
-10,980
1939
– –
-427
1940
$0 ﹤0.01%
25
1941
– –
-316
1942
– –
-1,900
1943
$0 ﹤0.01%
1,000
1944
– –
-22,805
1945
– –
-3,200
1946
– –
-7,000
1947
– –
-39,300
1948
– –
-9,375
1949
$0 ﹤0.01%
1
1950
$0 ﹤0.01%
35,100
76 77
78
79 80