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 | |
|---|---|---|---|---|---|---|---|
| $195K | ﹤0.01% | 3,900 | – | – | |||
| $195K | ﹤0.01% | 576 -9 | -2% | -$3.04K | |||
| $193K | ﹤0.01% | 1,779 -155 | -8% | -$16.8K | |||
| $193K | ﹤0.01% | 2,402 +577 | +32% | +$46.4K | |||
| $193K | ﹤0.01% | 5,100 +500 | +11% | +$18.9K | |||
| $192K | ﹤0.01% | 3,302 -364 | -10% | -$21.1K | |||
| $191K | ﹤0.01% | 1,343 +174 | +15% | +$24.7K | |||
| $189K | ﹤0.01% | 4,401 +74 | +2% | +$3.19K | |||
| $189K | ﹤0.01% | 2,579 | – | – | |||
| $188K | ﹤0.01% | 710 +94 | +15% | +$24.9K | |||
| $187K | ﹤0.01% | 10,000 -60,000 | -86% | -$1.12M | |||
| $183K | ﹤0.01% | 1,137 | – | – | |||
| $183K | ﹤0.01% | 2,006 -1 | -0.1% | -$91 | |||
| $182K | ﹤0.01% | +20,000 | New | +$182K | |||
| $181K | ﹤0.01% | 5,900 | – | – | |||
| $180K | ﹤0.01% | 1,303 +1,053 | +421% | +$146K | |||
| $180K | ﹤0.01% | 1,098 | – | – | |||
| $179K | ﹤0.01% | 2,530 -60 | -2% | -$4.25K | |||
| $179K | ﹤0.01% | 1,332 | – | – | |||
| $179K | ﹤0.01% | 6,750 | – | – | |||
| $179K | ﹤0.01% | 7,864 -2,476 | -24% | -$56.2K | |||
| $176K | ﹤0.01% | 5,207 -23,360 | -82% | -$792K | |||
| $175K | ﹤0.01% | 1,949 | – | – | |||
| $175K | ﹤0.01% | 1,297 -2 | -0.2% | -$270 | |||
| $174K | ﹤0.01% | 579,907 | – | – |
