AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+8.75%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$2.67B
AUM Growth
+$393M
(+17%)
Cap. Flow
+$232M
Cap. Flow
% of AUM
8.66%
Top 10 Holdings %
Top 10 Hldgs %
15%
Holding
1,437
New
812
Increased
229
Reduced
247
Closed
18
Top Buys
| 1 |
PEO
Adams Natural Resources Fund
PEO
|
$28M |
| 2 |
CVS Health
CVS
|
$13.7M |
| 3 |
Wolverine World Wide
WWW
|
$8.51M |
| 4 |
Wyndham Hotels & Resorts
WH
|
$8.04M |
| 5 |
BIG
Big Lots, Inc.
BIG
|
$7.18M |
Top Sells
| 1 |
IAC Inc
IAC
|
$18.7M |
| 2 |
OneSpan
OSPN
|
$17.7M |
| 3 |
Pfizer
PFE
|
$9.08M |
| 4 |
FOE
Ferro Corporation
FOE
|
$8.6M |
| 5 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$6.47M |
Sector Composition
| 1 | Financials | 11.54% |
| 2 | Technology | 10.59% |
| 3 | Industrials | 10.28% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Healthcare | 8.18% |