AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+8.16%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$4.37B
AUM Growth
+$154M
(+3.7%)
Cap. Flow
-$112M
Cap. Flow
% of AUM
-2.57%
Top 10 Holdings %
Top 10 Hldgs %
28.95%
Holding
1,931
New
161
Increased
379
Reduced
389
Closed
97
Top Buys
| 1 |
Norfolk Southern
NSC
|
$119M |
| 2 |
Amazon
AMZN
|
$27.2M |
| 3 |
Caesars Entertainment
CZR
|
$17.4M |
| 4 |
BERY
Berry Global Group, Inc.
BERY
|
$16.3M |
| 5 |
Kellanova
K
|
$6.91M |
Top Sells
| 1 |
C.H. Robinson
CHRW
|
$161M |
| 2 |
RB Global
RBA
|
$48.4M |
| 3 |
Meta Platforms (Facebook)
META
|
$22.3M |
| 4 |
Kohl's
KSS
|
$17.8M |
| 5 |
Harmonic Inc
HLIT
|
$15.2M |
Sector Composition
| 1 | Industrials | 19.15% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.32% |
| 4 | Consumer Discretionary | 8.51% |
| 5 | Financials | 7.78% |
