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
2026
– –
-48
2027
– –
-28,340
2028
$0 ﹤0.01%
20
2029
$0 ﹤0.01%
10
2030
$0 ﹤0.01%
5
-4
2031
– –
-39
2032
$0 ﹤0.01%
6
2033
– –
0
2034
– –
-218
2035
$0 ﹤0.01%
13
2036
– –
-1
2037
– –
-35,993
2038
– –
-7,300
2039
– –
-2,000
2040
– –
-10,100
2041
– –
-15,200
2042
– –
-2
2043
– –
-27,600
2044
– –
-92,619
2045
– –
-11
2046
– –
-1
2047
$0 ﹤0.01%
5
2048
– –
-2,935
2049
$0 ﹤0.01%
+11
2050
– –
-350
79 80 81
82
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