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 | |
|---|---|---|---|---|---|---|---|
| $121K | ﹤0.01% | 1,048 | – | – | |||
| $121K | ﹤0.01% | 859 | – | – | |||
| $120K | ﹤0.01% | 37,869 | – | – | |||
| $120K | ﹤0.01% | 6,500 | – | – | |||
| $120K | ﹤0.01% | 4,456 +26 | +0.6% | +$699 | |||
| $119K | ﹤0.01% | 61 | – | – | |||
| $118K | ﹤0.01% | 1,150 | – | – | |||
| $118K | ﹤0.01% | 3,107 -723 | -19% | -$27.4K | |||
| $117K | ﹤0.01% | 2,498 | – | – | |||
| $116K | ﹤0.01% | 1,011 | – | – | |||
| $116K | ﹤0.01% | 1,943 -174 | -8% | -$10.4K | |||
| $115K | ﹤0.01% | 1,034 | – | – | |||
| $114K | ﹤0.01% | 700 | – | – | |||
| $113K | ﹤0.01% | 1,350 | – | – | |||
| $112K | ﹤0.01% | 6,855 +4,635 | +209% | +$75.6K | |||
| $111K | ﹤0.01% | 1,707 +69 | +4% | +$4.5K | |||
| $111K | ﹤0.01% | 1,000 | – | – | |||
| $111K | ﹤0.01% | 4,423 -794 | -15% | -$19.9K | |||
| $110K | ﹤0.01% | 1,212 | – | – | |||
| $109K | ﹤0.01% | 1,593 | – | – | |||
| $109K | ﹤0.01% | 4,400 +3,000 | +214% | +$74.6K | |||
| $109K | ﹤0.01% | 935 +311 | +50% | +$36.2K | |||
| $109K | ﹤0.01% | 426 | – | – | |||
| $108K | ﹤0.01% | 1,145 | – | – | |||
| $108K | ﹤0.01% | 537 | – | – |
