AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+1.4%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$817M
AUM Growth
-$2.43M
(-0.3%)
Cap. Flow
-$820M
Cap. Flow
% of AUM
-100.3%
Top 10 Holdings %
Top 10 Hldgs %
17.18%
Holding
556
New
–
Increased
–
Reduced
–
Closed
490
Top Buys
No buys this quarter
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$23.4M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$16.9M |
| 3 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$15.4M |
| 4 |
Farmers National Banc Corp
FMNB
|
$14.1M |
| 5 |
Rush Enterprises Class B
RUSHB
|
$13.9M |
Sector Composition
| 1 | Financials | 11.15% |
| 2 | Technology | 9.15% |
| 3 | Consumer Discretionary | 7.05% |
| 4 | Industrials | 6.08% |
| 5 | Healthcare | 5.84% |
