AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
2026
– –
-39
2027
$0 ﹤0.01%
6
2028
– –
0
2029
– –
-218
2030
$0 ﹤0.01%
13
2031
– –
-1
2032
– –
-35,993
2033
– –
-7,300
2034
– –
-2,000
2035
– –
-10,100
2036
– –
-15,200
2037
– –
-2
2038
– –
-27,600
2039
– –
-92,619
2040
– –
-102,455
2041
– –
-50,528
2042
– –
-7,100
2043
– –
-12,700
2044
$0 ﹤0.01%
+359
2045
– –
-1,800
2046
– –
-47,000
2047
– –
-117,140
2048
– –
-15,805
2049
– –
-2,400
2050
$0 ﹤0.01%
1
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