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 | |
|---|---|---|---|---|---|---|---|
| $162K | ﹤0.01% | 1,609 | – | – | |||
| $161K | ﹤0.01% | 12,336 | – | – | |||
| $161K | ﹤0.01% | 6,671 | – | – | |||
| $161K | ﹤0.01% | 4,811 | – | – | |||
| $160K | ﹤0.01% | 1,720 | – | – | |||
| $159K | ﹤0.01% | 2,977 -1,000 | -25% | -$53.5K | |||
| $159K | ﹤0.01% | 993 -17 | -2% | -$2.72K | |||
| $159K | ﹤0.01% | 1,283 | – | – | |||
| $158K | ﹤0.01% | 3,501 | – | – | |||
| $157K | ﹤0.01% | 476 -1 | -0.2% | -$329 | |||
| $156K | ﹤0.01% | 6,602 +6,350 | +2,520% | +$150K | |||
| $154K | ﹤0.01% | 3,021 -466 | -13% | -$23.8K | |||
| $154K | ﹤0.01% | 5,597 | – | – | |||
| $153K | ﹤0.01% | 988 | – | – | |||
| $153K | ﹤0.01% | 2,560 | – | – | |||
| $152K | ﹤0.01% | 1,861 -73 | -4% | -$5.96K | |||
| $151K | ﹤0.01% | 10,993 | – | – | |||
| $149K | ﹤0.01% | 868 +60 | +7% | +$10.3K | |||
| $148K | ﹤0.01% | 1,332 | – | – | |||
| $147K | ﹤0.01% | 11,843 -384 | -3% | -$4.75K | |||
| $146K | ﹤0.01% | 2,075 | – | – | |||
| $145K | ﹤0.01% | 1,916 +674 | +54% | +$51.1K | |||
| $145K | ﹤0.01% | 4,762 +1,000 | +27% | +$30.4K | |||
| $144K | ﹤0.01% | 2,000 | – | – | |||
| $143K | ﹤0.01% | 48,800 | – | – |
