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
176
$4.36M 0.11%
37,033
+1,047
177
$4.36M 0.11%
450,525
+56,508
178
$4.35M 0.11%
15,978
+189
179
$4.35M 0.11%
22,417
-250
180
$4.26M 0.11%
28,297
+926
181
$4.01M 0.1%
63,603
-774
182
$3.87M 0.1%
28,663
+22,085
183
$3.82M 0.1%
52,517
-16,225
184
$3.82M 0.1%
76,591
-2,740
185
$3.78M 0.1%
70,697
+6,162
186
$3.76M 0.1%
+142,536
187
$3.73M 0.1%
1,706
-143
188
$3.72M 0.1%
19,468
+1,066
189
$3.63M 0.09%
+80,990
190
$3.62M 0.09%
148,719
-22,301
191
$3.62M 0.09%
42,133
-2,281
192
$3.56M 0.09%
35,858
-15,080
193
$3.52M 0.09%
123,818
+164
194
$3.5M 0.09%
47,751
-3,804
195
$3.48M 0.09%
44,789
-3,995
196
$3.47M 0.09%
9,992
-84
197
$3.46M 0.09%
24,296
-945
198
$3.43M 0.09%
+266,837
199
$3.39M 0.09%
5,233
+135
200
$3.37M 0.09%
132,203
6 7
8
9 10