AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
2026
– –
-15,463
2027
– –
-7
2028
– –
-82
2029
– –
-57
2030
– –
-16
2031
– –
0
2032
– –
-23
2033
– –
-200
2034
– –
-109,396
2035
$0 ﹤0.01%
12
2036
– –
-1,025
2037
– –
-24
2038
– –
-28,340
2039
$0 ﹤0.01%
20
2040
$0 ﹤0.01%
10
2041
$0 ﹤0.01%
5
-4
2042
– –
-39
2043
$0 ﹤0.01%
6
2044
– –
0
2045
– –
-218
2046
– –
0
2047
$0 ﹤0.01%
13
2048
– –
-1
2049
$0 ﹤0.01%
13
2050
– –
-35,993
80 81
82
83 84