AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
-4.44%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$3.17B
AUM Growth
-$335M
(-9.6%)
Cap. Flow
-$146M
Cap. Flow
% of AUM
-4.6%
Top 10 Holdings %
Top 10 Hldgs %
27.4%
Holding
2,562
New
83
Increased
339
Reduced
440
Closed
212
Top Buys
| 1 |
Mueller Water Products
MWA
|
+$33.9M |
| 2 |
IAA
IAA, Inc. Common Stock
IAA
|
+$28M |
| 3 |
Ryder
R
|
+$11.3M |
| 4 |
Kohl's
KSS
|
+$10.9M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$7.32M |
Top Sells
| 1 |
Forward Air
FWRD
|
+$62.6M |
| 2 |
Vanguard Mega Cap 300 Index ETF
MGC
|
+$49M |
| 3 |
Eastman Chemical
EMN
|
+$18.1M |
| 4 |
HIL
Hill International, Inc. Common Stock
HIL
|
+$12.3M |
| 5 |
SpartanNash
SPTN
|
+$10.9M |
Sector Composition
| 1 | Industrials | 16.8% |
| 2 | Consumer Discretionary | 11.89% |
| 3 | Technology | 10.91% |
| 4 | Financials | 10.64% |
| 5 | Healthcare | 8.68% |