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
2001
– –
-100
2002
– –
-9
2003
– –
-18
2004
– –
-50
2005
– –
0
2006
– –
-36
2007
– –
-3
2008
– –
-11
2009
– –
-240
2010
– –
0
2011
– –
-14,750
2012
– –
-4
2013
– –
-5,112
2014
– –
-8
2015
– –
-9
2016
– –
-20,340
2017
– –
-100
2018
– –
-50
2019
– –
0
2020
– –
-900
2021
– –
-280
2022
– –
0
2023
– –
-2
2024
– –
-58,553
2025
– –
-31
79 80
81
82 83