AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+28.83%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$2.37B
AUM Growth
+$241M
(+11%)
Cap. Flow
-$179M
Cap. Flow
% of AUM
-7.56%
Top 10 Holdings %
Top 10 Hldgs %
21.37%
Holding
1,551
New
102
Increased
285
Reduced
388
Closed
165
Top Buys
| 1 |
Darling Ingredients
DAR
|
$11.5M |
| 2 |
APi Group
APG
|
$9.68M |
| 3 |
BIG
Big Lots, Inc.
BIG
|
$6.19M |
| 4 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$5.56M |
| 5 |
Northwest Bancshares
NWBI
|
$5.35M |
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$21.3M |
| 2 |
JPMorgan Diversified Return International Equity ETF
JPIN
|
$19.6M |
| 3 |
MFSF
MutualFirst Financial Inc
MFSF
|
$16.1M |
| 4 |
Marathon Petroleum
MPC
|
$13M |
| 5 |
LiveRamp
RAMP
|
$11.9M |
Sector Composition
| 1 | Technology | 11.67% |
| 2 | Financials | 10.19% |
| 3 | Industrials | 9.64% |
| 4 | Consumer Staples | 9.52% |
| 5 | Healthcare | 9.1% |