AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+12.29%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$3.59B
AUM Growth
+$512M
(+17%)
Cap. Flow
+$209M
Cap. Flow
% of AUM
5.82%
Top 10 Holdings %
Top 10 Hldgs %
23.41%
Holding
1,940
New
403
Increased
362
Reduced
357
Closed
139
Top Buys
| 1 |
Kohl's
KSS
|
+$94.8M |
| 2 |
OneSpan
OSPN
|
+$22.1M |
| 3 |
Forward Air
FWRD
|
+$21.9M |
| 4 |
BERY
Berry Global Group, Inc.
BERY
|
+$19.6M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$15.9M |
Top Sells
| 1 |
MTSC
MTS Systems Corp
MTSC
|
+$23.4M |
| 2 |
Darling Ingredients
DAR
|
+$21M |
| 3 |
Citi Trends
CTRN
|
+$15.9M |
| 4 |
DBD
Diebold Nixdorf Incorporated
DBD
|
+$11.8M |
| 5 |
Verizon
VZ
|
+$11.4M |
Sector Composition
| 1 | Consumer Discretionary | 13.73% |
| 2 | Industrials | 12.71% |
| 3 | Financials | 11.97% |
| 4 | Technology | 10.55% |
| 5 | Healthcare | 7.29% |