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 (-0.4%)
Cap. Flow
+$124M
Cap. Flow % of AUM
2.78%
Top 10 Holdings %Top 10 Hldgs %
28.28%
Holding
1,978
New
115
Increased
448
Reduced
462
Closed
145
Top Buys
| 1 | $114M | |
| 2 | $91.3M | |
| 3 | $27.8M | |
| 4 | $13.8M | |
| 5 | $13.8M |
Top Sells
| 1 | $68.6M | |
| 2 | $27.9M | |
| 3 | $27.5M | |
| 4 | $25.3M | |
| 5 | $17.9M |
Sector Composition
| 1 | Industrials | 17.1% |
| 2 | Technology | 11.72% |
| 3 | Consumer Discretionary | 11.23% |
| 4 | Financials | 8.54% |
| 5 | Healthcare | 7.12% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $628K | 0.01% | +20,292 | New | +$628K | |||
| $623K | 0.01% | +56,800 | New | +$623K | |||
| $621K | 0.01% | 1,146 +30 | +3% | +$16.3K | |||
| $620K | 0.01% | 13,494 -25 | -0.2% | -$1.15K | |||
| $617K | 0.01% | 22,916 | – | – | |||
| $617K | 0.01% | 13,587 +5,168 | +61% | +$235K | |||
| $615K | 0.01% | 3,503 | – | – | |||
| $612K | 0.01% | 8,692 +8,584 | +7,948% | +$604K | |||
| $598K | 0.01% | 15,267 +3,074 | +25% | +$121K | |||
| $592K | 0.01% | 62,295 -5,125 | -8% | -$48.7K | |||
| $587K | 0.01% | 2,575 | – | – | |||
| $587K | 0.01% | 9,499 +402 | +4% | +$24.8K | |||
| $585K | 0.01% | 1,176 -78 | -6% | -$38.8K | |||
| $583K | 0.01% | 10,391 -63 | -0.6% | -$3.53K | |||
| $581K | 0.01% | 3,935 | – | – | |||
| $577K | 0.01% | 7,054 | – | – | |||
| $567K | 0.01% | 27,839 +4,975 | +22% | +$101K | |||
| $560K | 0.01% | 5,103 +2,712 | +113% | +$297K | |||
| $559K | 0.01% | 46,508 | – | – | |||
| $558K | 0.01% | 13,810 +13,780 | +45,933% | +$557K | |||
| $552K | 0.01% | 139,049 | – | – | |||
| $552K | 0.01% | 3,229 | – | – | |||
| $551K | 0.01% | 23,080 -9,230 | -29% | -$220K | |||
| $549K | 0.01% | 4,938 -19 | -0.4% | -$2.11K | |||
| $546K | 0.01% | 6,279 +21 | +0.3% | +$1.83K |
