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
1951
– –
-27,000
1952
– –
-7
1953
– –
0
1954
– –
-5
1955
– –
-4
1956
– –
-74,300
1957
$0 ﹤0.01%
1
1958
$0 ﹤0.01%
35,100
1959
$0 ﹤0.01%
5,450
1960
– –
-40,369
1961
– –
-34,623
1962
– –
-9
1963
– –
-55,302
1964
– –
-67,497
1965
– –
-5,000
1966
– –
-30,929
1967
– –
-102,300
1968
– –
-1,400
1969
– –
-67,677
1970
– –
-3,904
1971
– –
-5,909
1972
$0 ﹤0.01%
15
1973
$0 ﹤0.01%
3
1974
– –
0
1975
– –
-2,123
77 78
79
80 81