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
2051
– –
-7,300
2052
– –
-2,000
2053
– –
-10,100
2054
– –
-15,200
2055
– –
-2
2056
– –
-27,600
2057
– –
-92,619
2058
– –
-11
2059
– –
-1
2060
$0 ﹤0.01%
5
2061
– –
-2,935
2062
$0 ﹤0.01%
+11
2063
– –
-350
2064
– –
-102,455
2065
– –
-50,528
2066
– –
-36,100
2067
– –
-43,102
2068
– –
-2,222
2069
– –
-11,900
2070
– –
-54,888
2071
– –
-18,098
2072
– –
-7,100
2073
$0 ﹤0.01%
2,000
2074
– –
-12,700
2075
$0 ﹤0.01%
+359
80 81 82
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