AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+17.24%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$2.2B
AUM Growth
+$124M
(+6%)
Cap. Flow
-$448M
Cap. Flow
% of AUM
-20.34%
Top 10 Holdings %
Top 10 Hldgs %
13.49%
Holding
643
New
49
Increased
176
Reduced
281
Closed
49
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$23.4M |
| 2 |
DBD
Diebold Nixdorf Incorporated
DBD
|
+$14M |
| 3 |
IQ ARB Merger Arbitrage ETF
MNA
|
+$10.8M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$10.3M |
| 5 |
HNGR
Hanger Inc.
HNGR
|
+$8.3M |
Top Sells
| 1 |
Sabra Healthcare REIT
SBRA
|
+$183M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$27.6M |
| 3 |
VSM
Versum Materials, Inc.
VSM
|
+$16.2M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$16M |
| 5 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
+$13.2M |
Sector Composition
| 1 | Industrials | 10.47% |
| 2 | Financials | 10.15% |
| 3 | Technology | 9.25% |
| 4 | Consumer Discretionary | 8.55% |
| 5 | Healthcare | 6.79% |
