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
1976
-7
1977
0
1978
-5
1979
0
1980
0
1981
-13
1982
-8
1983
-700
1984
-10
1985
-100
1986
-9
1987
-18
1988
-50
1989
0
1990
-36
1991
-11
1992
-240
1993
0
1994
-4
1995
-5,112
1996
-8
1997
-9
1998
-20,340
1999
-100
2000
-50