AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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
VISN
Vistance Networks Inc
VISN
+$9.45M
5
FWRD icon
Forward Air
FWRD
+$8.21M

Top Sells

1
+$8.24M
2
+$7.25M
3
+$6.61M
4
PCH
PotlatchDeltic
PCH
+$5.07M
5
ACA icon
Arcosa
ACA
+$4.92M

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
1977
– –
-4
1978
– –
0
1979
– –
0
1980
– –
-13
1981
– –
-8
1982
– –
-700
1983
– –
-10
1984
– –
-100
1985
– –
-9
1986
– –
-18
1987
– –
-50
1988
– –
0
1989
– –
-36
1990
– –
-3
1991
– –
-11
1992
– –
-240
1993
– –
0
1994
– –
-14,750
1995
– –
-4
1996
– –
-5,112
1997
– –
-8
1998
– –
-9
1999
– –
-20,340
2000
– –
-100
78 79
80
81 82