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
1926
$0 ﹤0.01%
+175
1927
– –
-700
1928
– –
-5,000
1929
– –
-1,000
1930
– –
-1,000
1931
$0 ﹤0.01%
+87
1932
– –
-2,000
1933
– –
-326,782
1934
– –
-16,860
1935
– –
-3,100
1936
– –
-2,300
1937
– –
-100
1938
– –
-1,200
1939
– –
-200
1940
– –
-5,502
1941
– –
-2,000
1942
– –
-20,700
1943
– –
-800
1944
– –
-4,501
1945
– –
-1,000
1946
– –
-15,000
1947
– –
-4,000
1948
– –
-2,000
1949
– –
-588
1950
– –
-1,000
76 77
78
79 80