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 | |
|---|---|---|---|---|---|---|---|
| $84.9K | ﹤0.01% | 321 +1 | +0.3% | +$265 | |||
| $84.5K | ﹤0.01% | 1,149 -50 | -4% | -$3.68K | |||
| $84.3K | ﹤0.01% | 3,078 +2,944 | +2,197% | +$80.6K | |||
| $84K | ﹤0.01% | 4,600 | – | – | |||
| $83.8K | ﹤0.01% | 1,614 +19 | +1% | +$987 | |||
| $82.9K | ﹤0.01% | 4,000 -6,800 | -63% | -$141K | |||
| $82.8K | ﹤0.01% | 7,189 -207 | -3% | -$2.39K | |||
| $82.8K | ﹤0.01% | 2,538 +2,338 | +1,169% | +$76.3K | |||
| $82.4K | ﹤0.01% | 831 +2 | +0.2% | +$198 | |||
| $82.4K | ﹤0.01% | 1,600 | – | – | |||
| $81.2K | ﹤0.01% | 843 | – | – | |||
| $80.7K | ﹤0.01% | 271 | – | – | |||
| $80.5K | ﹤0.01% | 1,785 +9 | +0.5% | +$406 | |||
| $80.2K | ﹤0.01% | 1,107 | – | – | |||
| $79K | ﹤0.01% | 600 | – | – | |||
| $78.2K | ﹤0.01% | 910 -42 | -4% | -$3.61K | |||
| $76.9K | ﹤0.01% | 2,157 +1,242 | +136% | +$44.3K | |||
| $76.8K | ﹤0.01% | 719 | – | – | |||
| $75.9K | ﹤0.01% | +1,183 | New | +$75.9K | |||
| $75.9K | ﹤0.01% | 6,100 | – | – | |||
| $75.9K | ﹤0.01% | 1,050 | – | – | |||
| $74.7K | ﹤0.01% | 280 +20 | +8% | +$5.33K | |||
| $74.3K | ﹤0.01% | 3,456 +490 | +17% | +$10.5K | |||
| $74.2K | ﹤0.01% | 6,500 | – | – | |||
| $74.1K | ﹤0.01% | 1,345 | – | – |
