AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+10.28%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$3.44B
AUM Growth
+$271M
(+8.6%)
Cap. Flow
+$4.61M
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
28.36%
Holding
2,464
New
132
Increased
395
Reduced
495
Closed
359
Top Buys
| 1 |
IAA
IAA, Inc. Common Stock
IAA
|
+$85.1M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$16.7M |
| 3 |
The Mosaic Company
MOS
|
+$7.66M |
| 4 |
MasterBrand
MBC
|
+$7.27M |
| 5 |
Mueller Water Products
MWA
|
+$7.14M |
Top Sells
| 1 |
Forward Air
FWRD
|
+$67.2M |
| 2 |
Ryder
R
|
+$11.3M |
| 3 |
Medtronic
MDT
|
+$9.85M |
| 4 |
EVBG
Everbridge, Inc. Common Stock
EVBG
|
+$9.19M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$7.22M |
Sector Composition
| 1 | Industrials | 14.96% |
| 2 | Consumer Discretionary | 14.65% |
| 3 | Technology | 9.96% |
| 4 | Financials | 9.91% |
| 5 | Healthcare | 8.85% |