AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
-12.07%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$3.51B
AUM Growth
-$582M
(-14%)
Cap. Flow
-$15M
Cap. Flow
% of AUM
-0.43%
Top 10 Holdings %
Top 10 Hldgs %
26.68%
Holding
2,761
New
208
Increased
478
Reduced
399
Closed
286
Top Buys
| 1 |
Hasbro
HAS
|
+$25.2M |
| 2 |
Nomad Foods
NOMD
|
+$7.5M |
| 3 |
IAA
IAA, Inc. Common Stock
IAA
|
+$5.93M |
| 4 |
Fortune Brands Innovations
FBIN
|
+$5.84M |
| 5 |
APi Group
APG
|
+$5.63M |
Top Sells
| 1 |
EVBG
Everbridge, Inc. Common Stock
EVBG
|
+$14.7M |
| 2 |
MDU Resources
MDU
|
+$13.5M |
| 3 |
Cisco
CSCO
|
+$9.34M |
| 4 |
Walt Disney
DIS
|
+$8M |
| 5 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
+$7.84M |
Sector Composition
| 1 | Industrials | 16.99% |
| 2 | Consumer Discretionary | 10.91% |
| 3 | Technology | 10.85% |
| 4 | Financials | 10.76% |
| 5 | Healthcare | 8.28% |