AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+23.05%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$3.08B
AUM Growth
+$585M
(+23%)
Cap. Flow
+$152M
Cap. Flow
% of AUM
4.94%
Top 10 Holdings %
Top 10 Hldgs %
20.89%
Holding
1,646
New
206
Increased
343
Reduced
368
Closed
110
Top Buys
| 1 |
Forward Air
FWRD
|
$76.9M |
| 2 |
Kohl's
KSS
|
$49.9M |
| 3 |
MTSC
MTS Systems Corp
MTSC
|
$23.6M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$17.1M |
| 5 |
AVTA
Avantax, Inc. Common Stock
AVTA
|
$12.9M |
Top Sells
| 1 |
Darling Ingredients
DAR
|
$90.6M |
| 2 |
BIG
Big Lots, Inc.
BIG
|
$16.8M |
| 3 |
PEO
Adams Natural Resources Fund
PEO
|
$10.7M |
| 4 |
SPX Corp
SPXC
|
$6.49M |
| 5 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$4.66M |
Sector Composition
| 1 | Industrials | 12.76% |
| 2 | Financials | 11.66% |
| 3 | Technology | 11.51% |
| 4 | Consumer Discretionary | 10.95% |
| 5 | Healthcare | 8.02% |
