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
1951
– –
-40,369
1952
– –
-34,623
1953
– –
-75,205
1954
– –
-22,805
1955
– –
-3,200
1956
– –
-7,000
1957
$0 ﹤0.01%
1
1958
– –
-1,400
1959
$0 ﹤0.01%
3
1960
– –
0
1961
– –
-2,123
1962
– –
-2,500
1963
$0 ﹤0.01%
8
1964
– –
-2,495
1965
– –
-1
1966
– –
-702
1967
– –
-2
1968
– –
-772
1969
– –
-21,608
1970
– –
-3
1971
– –
-405
1972
– –
-2,320
1973
– –
-397
1974
– –
-135
1975
– –
-6,126
77 78
79
80 81