AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
1976
– –
-2,500
1977
$0 ﹤0.01%
8
1978
– –
-2,495
1979
– –
-1
1980
– –
-702
1981
– –
-2
1982
– –
-772
1983
– –
-21,608
1984
– –
-405
1985
– –
-2,320
1986
– –
-397
1987
– –
-135
1988
– –
-6,126
1989
– –
-7
1990
– –
0
1991
– –
-5
1992
– –
-2
1993
– –
-4
1994
– –
0
1995
– –
0
1996
– –
-13
1997
– –
-8
1998
– –
-700
1999
– –
-10
2000
– –
-100
78 79
80
81 82