AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
1926
– –
-200,389
1927
– –
-10,980
1928
– –
-427
1929
$0 ﹤0.01%
25
1930
– –
-316
1931
– –
-1,900
1932
$0 ﹤0.01%
1,000
1933
– –
0
1934
– –
-19,629
1935
– –
-32,600
1936
– –
-80,800
1937
– –
-27,071
1938
– –
-9,900
1939
– –
-67,677
1940
– –
-3,904
1941
– –
-5,909
1942
– –
-1,500
1943
$0 ﹤0.01%
142
1944
$0 ﹤0.01%
1,000
1945
$0 ﹤0.01%
15
1946
– –
-14,750
1947
– –
0
1948
$0 ﹤0.01%
35,100
1949
$0 ﹤0.01%
5,450
1950
$0 ﹤0.01%
1,248,000
76 77
78
79 80