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
2001
– –
-9
2002
– –
-18
2003
– –
-50
2004
– –
0
2005
– –
-36
2006
– –
-11
2007
– –
-240
2008
– –
0
2009
– –
-4
2010
– –
-5,112
2011
– –
-8
2012
– –
-9
2013
– –
-20,340
2014
– –
-100
2015
– –
-50
2016
– –
0
2017
– –
-900
2018
– –
-280
2019
– –
0
2020
– –
-2
2021
– –
-58,553
2022
– –
-31
2023
– –
-6
2024
– –
-960
2025
– –
-60
79 80
81
82 83