AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+11.35%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$4.22B
AUM Growth
+$484M
(+13%)
Cap. Flow
+$150M
Cap. Flow
% of AUM
3.56%
Top 10 Holdings %
Top 10 Hldgs %
29.35%
Holding
1,900
New
106
Increased
346
Reduced
452
Closed
129
Top Buys
| 1 |
Elanco Animal Health
ELAN
|
+$107M |
| 2 |
Norfolk Southern
NSC
|
+$82.2M |
| 3 |
Harmonic Inc
HLIT
|
+$52.7M |
| 4 |
American Tower
AMT
|
+$13.1M |
| 5 |
BERY
Berry Global Group, Inc.
BERY
|
+$13M |
Top Sells
| 1 |
Forward Air
FWRD
|
+$38.9M |
| 2 |
Mueller Water Products
MWA
|
+$30.2M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$17.7M |
| 4 |
RB Global
RBA
|
+$17.6M |
| 5 |
Algonquin Power & Utilities
AQN
|
+$11.7M |
Sector Composition
| 1 | Industrials | 20.45% |
| 2 | Technology | 13.01% |
| 3 | Healthcare | 11.07% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Financials | 7.45% |
