AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+6.18%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$3.78B
AUM Growth
+$275M
(+7.8%)
Cap. Flow
+$105M
Cap. Flow
% of AUM
2.78%
Top 10 Holdings %
Top 10 Hldgs %
30.43%
Holding
2,043
New
75
Increased
363
Reduced
403
Closed
223
Top Buys
| 1 |
RB Global
RBA
|
$40.1M |
| 2 |
BERY
Berry Global Group, Inc.
BERY
|
$20.7M |
| 3 |
Match Group
MTCH
|
$14.3M |
| 4 |
MDU Resources
MDU
|
$12.2M |
| 5 |
Algonquin Power & Utilities
AQN
|
$10.2M |
Top Sells
| 1 |
C.H. Robinson
CHRW
|
$10.9M |
| 2 |
Broadcom
AVGO
|
$7.35M |
| 3 |
RXO
RXO
|
$6.49M |
| 4 |
Valvoline
VVV
|
$5.97M |
| 5 |
Dave & Buster's
PLAY
|
$4.46M |
Sector Composition
| 1 | Industrials | 21.76% |
| 2 | Technology | 11.84% |
| 3 | Consumer Discretionary | 7.97% |
| 4 | Financials | 7.68% |
| 5 | Materials | 7.43% |