AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1976
– –
0
1977
– –
-2,123
1978
– –
-2,500
1979
$0 ﹤0.01%
8
1980
– –
-2,495
1981
– –
-1
1982
– –
-702
1983
– –
-2
1984
– –
-772
1985
– –
-21,608
1986
– –
-405
1987
– –
-2,320
1988
– –
-397
1989
– –
-135
1990
– –
-6,126
1991
– –
0
1992
– –
-5
1993
– –
-2
1994
– –
-4
1995
– –
0
1996
– –
0
1997
– –
-13
1998
– –
-8
1999
– –
-700
2000
– –
-10
78 79
80
81 82