AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+5.16%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$820M
AUM Growth
+$39.8M
(+5.1%)
Cap. Flow
+$32.6M
Cap. Flow
% of AUM
3.97%
Top 10 Holdings %
Top 10 Hldgs %
16.96%
Holding
550
New
84
Increased
171
Reduced
138
Closed
60
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$9.28M |
| 2 |
QLTI
QLT Inc
QLTI
|
$8.41M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.17M |
| 4 |
ROC
ROCKWOOD HLDGS INC
ROC
|
$5.31M |
| 5 |
DF
Dean Foods Company
DF
|
$5.23M |
Top Sells
Sector Composition
| 1 | Financials | 10.38% |
| 2 | Technology | 8.19% |
| 3 | Consumer Discretionary | 7.26% |
| 4 | Healthcare | 6.69% |
| 5 | Communication Services | 6.02% |
