AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+2.56%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$4.47B
AUM Growth
+$95.3M
(+2.2%)
Cap. Flow
+$80.8M
Cap. Flow
% of AUM
1.81%
Top 10 Holdings %
Top 10 Hldgs %
27.51%
Holding
1,987
New
163
Increased
443
Reduced
472
Closed
122
Top Buys
| 1 |
LKQ Corp
LKQ
|
+$71.5M |
| 2 |
MAGN
Magnera Corporation
MAGN
|
+$30M |
| 3 |
RB Global
RBA
|
+$29.7M |
| 4 |
X
US Steel
X
|
+$16.4M |
| 5 |
UGI
UGI
|
+$12M |
Top Sells
| 1 |
BERY
Berry Global Group, Inc.
BERY
|
+$31.5M |
| 2 |
Norfolk Southern
NSC
|
+$25.4M |
| 3 |
Caesars Entertainment
CZR
|
+$17.7M |
| 4 |
MDU Resources
MDU
|
+$12.6M |
| 5 |
Broadcom
AVGO
|
+$11.7M |
Sector Composition
| 1 | Industrials | 16.52% |
| 2 | Technology | 14.97% |
| 3 | Consumer Discretionary | 9.46% |
| 4 | Financials | 8.81% |
| 5 | Materials | 6.15% |
