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 | |
|---|---|---|---|---|---|---|---|
| $308K | 0.01% | 12,131 +5,010 | +70% | +$127K | |||
| $305K | 0.01% | 993 | – | – | |||
| $303K | 0.01% | 16,364 +5,450 | +50% | +$101K | |||
| $303K | 0.01% | 4,162 +3 | +0.1% | +$218 | |||
| $299K | 0.01% | 3,711 -470 | -11% | -$37.9K | |||
| $298K | 0.01% | 61,391 +54,598 | +804% | +$265K | |||
| $295K | 0.01% | 362 -43 | -11% | -$35.1K | |||
| $294K | 0.01% | 5,917 +926 | +19% | +$45.9K | |||
| $290K | 0.01% | 1,024 -22 | -2% | -$6.23K | |||
| $289K | 0.01% | 665 | – | – | |||
| $287K | 0.01% | 1,519 -376 | -20% | -$71.1K | |||
| $286K | 0.01% | 2,769 -39 | -1% | -$4.03K | |||
| $285K | 0.01% | 6,000 | – | – | |||
| $283K | 0.01% | 3,394 | – | – | |||
| $280K | 0.01% | 44,923 +10,923 | +32% | +$68.1K | |||
| $279K | 0.01% | 18,560 -6,332 | -25% | -$95.1K | |||
| $274K | 0.01% | +4,720,121 | New | +$274K | |||
| $272K | 0.01% | 1,785 | – | – | |||
| $268K | 0.01% | 11,927 | – | – | |||
| $268K | 0.01% | 2,625 | – | – | |||
| $266K | 0.01% | 3,568 +65 | +2% | +$4.86K | |||
| $266K | 0.01% | 1,317 -115 | -8% | -$23.2K | |||
| $263K | 0.01% | 725 | – | – | |||
| $260K | 0.01% | 4,082 +2 | +0.1% | +$128 | |||
| $260K | 0.01% | 1,628 -16 | -1% | -$2.56K |
