AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
-20.81%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$2.13B
AUM Growth
-$544M
(-20%)
Cap. Flow
+$114M
Cap. Flow
% of AUM
5.34%
Top 10 Holdings %
Top 10 Hldgs %
16.4%
Holding
1,593
New
163
Increased
411
Reduced
310
Closed
148
Top Buys
| 1 |
BIG
Big Lots, Inc.
BIG
|
$31.5M |
| 2 |
AbbVie
ABBV
|
$9.08M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$7.81M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$6.84M |
| 5 |
DTE Energy
DTE
|
$6.45M |
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$34.7M |
| 2 |
Wyndham Hotels & Resorts
WH
|
$8.13M |
| 3 |
Caesars Entertainment
CZR
|
$7.5M |
| 4 |
Urban Outfitters
URBN
|
$5.28M |
| 5 |
CBF
Capital Bank Financial Corp. Class A Common Stock
CBF
|
$4.64M |
Sector Composition
| 1 | Technology | 13.57% |
| 2 | Financials | 10.33% |
| 3 | Healthcare | 9.65% |
| 4 | Industrials | 9.19% |
| 5 | Consumer Discretionary | 6.29% |