AA

Ancora Advisors Portfolio holdings

AUM $4.45B
This Quarter Return
-0.43%
1 Year Return
+11.01%
3 Year Return
+34.8%
5 Year Return
+192.3%
10 Year Return
+311.03%
AUM
$4.45B
AUM Growth
-$17.8M
Cap. Flow
+$124M
Cap. Flow %
2.78%
Top 10 Hldgs %
28.28%
Holding
1,978
New
115
Increased
448
Reduced
462
Closed
145

Sector Composition

1Industrials17.1%
2Technology11.72%
3Consumer Discretionary11.23%
4Financials8.54%
5Healthcare7.12%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.89M0.06% 100,027
-2,582
-3%
-$74.6K
$2.89M0.06%
+109,878
New
+$2.89M
$2.83M0.06% 17,528
-1,561
-8%
-$252K
$2.83M0.06% 35,792
-2,086
-6%
-$165K
$2.82M0.06% 30,137
-32,475
-52%
-$3.03M
$2.8M0.06% 72,818
+807
+1%
+$31K
$2.79M0.06% 39,018
+3,564
+10%
+$255K
$2.77M0.06% 7,211
+769
+12%
+$295K
$2.71M0.06%
+17,810
New
+$2.71M
$2.66M0.06% 27,127
-864
-3%
-$84.8K
$2.62M0.06% 168,125
+70,628
+72%
+$1.1M
$2.62M0.06% 24,946
-426
-2%
-$44.7K
$2.61M0.06% 159,770
-3,135
-2%
-$51.3K
$2.6M0.06% 36,310
+9,110
+33%
+$652K
$2.59M0.06% 28,804
+703
+3%
+$63.1K
$2.5M0.06% 219,249
-28,272
-11%
-$323K
$2.46M0.05% 66,711
-49,345
-43%
-$1.82M
$2.42M0.05%
+222,851
New
+$2.42M
$2.4M0.05% 6,020
$2.4M0.05% 45,704
-55
-0.1%
-$2.88K
$2.38M0.05% 255,854
+231,302
+942%
+$2.16M
$2.37M0.05% 10,245
+15
+0.2%
+$3.47K
$2.37M0.05% 6,395
-51
-0.8%
-$18.9K
$2.36M0.05% 101,741
-4,080
-4%
-$94.5K
$2.33M0.05% 64,649
-182,638
-74%
-$6.58M