AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+9.44%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$4.38B
AUM Growth
+$360M
(+9%)
Cap. Flow
+$31.6M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
27.59%
Holding
1,997
New
128
Increased
420
Reduced
429
Closed
171
Top Buys
| 1 |
LKQ Corp
LKQ
|
$33.7M |
| 2 |
BERY
Berry Global Group, Inc.
BERY
|
$19.8M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$15M |
| 4 |
Caesars Entertainment
CZR
|
$9.02M |
| 5 |
Rayonier
RYN
|
$8.49M |
Top Sells
| 1 |
RB Global
RBA
|
$39.9M |
| 2 |
Kellanova
K
|
$10.8M |
| 3 |
Nike
NKE
|
$9.14M |
| 4 |
Chevron
CVX
|
$8.88M |
| 5 |
Meta Platforms (Facebook)
META
|
$6.95M |
Sector Composition
| 1 | Industrials | 17.35% |
| 2 | Technology | 13.97% |
| 3 | Consumer Discretionary | 8.49% |
| 4 | Financials | 8.3% |
| 5 | Healthcare | 6.72% |
