AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
-0.67%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$4.02B
AUM Growth
-$355M
(-8.1%)
Cap. Flow
-$276M
Cap. Flow
% of AUM
-6.88%
Top 10 Holdings %
Top 10 Hldgs %
27.67%
Holding
2,009
New
178
Increased
353
Reduced
456
Closed
136
Top Buys
| 1 |
Norfolk Southern
NSC
|
+$65.6M |
| 2 |
Forward Air
FWRD
|
+$18.3M |
| 3 |
CRH
CRH
|
+$11.4M |
| 4 |
NextNav
NN
|
+$10.9M |
| 5 |
Stifel
SF
|
+$10.6M |
Top Sells
| 1 |
Elanco Animal Health
ELAN
|
+$173M |
| 2 |
RB Global
RBA
|
+$106M |
| 3 |
Mueller Water Products
MWA
|
+$43M |
| 4 |
Kohl's
KSS
|
+$35.8M |
| 5 |
CVS Health
CVS
|
+$22.4M |
Sector Composition
| 1 | Industrials | 17.36% |
| 2 | Technology | 14.54% |
| 3 | Financials | 8.22% |
| 4 | Consumer Discretionary | 7.44% |
| 5 | Healthcare | 6.88% |
