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
201
$3.36M 0.09%
40,483
-2,107
202
$3.34M 0.09%
5,703
-110
203
$3.31M 0.09%
82,735
-51,970
204
$3.31M 0.09%
32,992
+8,342
205
$3.25M 0.09%
94,998
-67,783
206
$3.23M 0.08%
60,619
-804
207
$3.19M 0.08%
88,165
+48,285
208
$3.18M 0.08%
10,364
-535
209
$3.17M 0.08%
819
-133
210
$3.14M 0.08%
+285,447
211
$3.1M 0.08%
34,721
-740
212
$3.1M 0.08%
18,198
-3,780
213
$3.05M 0.08%
45,241
+2,110
214
$3.04M 0.08%
18,551
+133
215
$3.02M 0.08%
+138,976
216
$3.02M 0.08%
525,223
-12,450
217
$3.02M 0.08%
28,450
-38,210
218
$3M 0.08%
220,185
-153,625
219
$2.98M 0.08%
30,142
-2,800
220
$2.98M 0.08%
86,597
+18,400
221
$2.98M 0.08%
72,818
-21,882
222
$2.92M 0.08%
51,262
-2,659
223
$2.92M 0.08%
39,655
-8,873
224
$2.85M 0.07%
33,123
-578
225
$2.81M 0.07%
865,300
-36,370
7 8
9
10 11