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
2051
– –
-14,800
2052
– –
-200
2053
– –
-16,770
2054
– –
-4,152
2055
– –
-48,872
2056
– –
-31,889
2057
– –
-46,600
2058
$0 ﹤0.01%
18
2059
– –
-38,540
2060
– –
-5,000
2061
– –
-22,100
2062
– –
-42,846
2063
– –
-5,000
2064
$0 ﹤0.01%
+200
2065
– –
-1,000
2066
– –
-1,800
2067
– –
-39,300
2068
– –
-9,375
79 80 81 82
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