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 | |
|---|---|---|---|---|---|---|---|
| $58.5K | ﹤0.01% | 5,712 | – | – | |||
| $58.2K | ﹤0.01% | 176 +1 | +0.6% | +$331 | |||
| $58.2K | ﹤0.01% | 1,000 | – | – | |||
| $58K | ﹤0.01% | 20,000 -8,997 | -31% | -$26.1K | |||
| $57.8K | ﹤0.01% | 12,849 | – | – | |||
| $57.7K | ﹤0.01% | 740 -1 | -0.1% | -$78 | |||
| $57.4K | ﹤0.01% | 226 +25 | +12% | +$6.36K | |||
| $57.3K | ﹤0.01% | 1,180 -197 | -14% | -$9.56K | |||
| $57K | ﹤0.01% | 709 -31 | -4% | -$2.49K | |||
| $56.9K | ﹤0.01% | 257 -345 | -57% | -$76.4K | |||
| $56.8K | ﹤0.01% | 924 | – | – | |||
| $56.6K | ﹤0.01% | 1,850 | – | – | |||
| $56.3K | ﹤0.01% | 504 | – | – | |||
| $56.3K | ﹤0.01% | 242 -8 | -3% | -$1.86K | |||
| $56.1K | ﹤0.01% | +15,000 | New | +$56.1K | |||
| $56K | ﹤0.01% | 1,231 -41 | -3% | -$1.87K | |||
| $55.9K | ﹤0.01% | 1,901 | – | – | |||
| $55.8K | ﹤0.01% | 683 +26 | +4% | +$2.12K | |||
| $55.4K | ﹤0.01% | 677 -3,449 | -84% | -$282K | |||
| $55.3K | ﹤0.01% | 321 | – | – | |||
| $54.5K | ﹤0.01% | 704 -56 | -7% | -$4.34K | |||
| $54.4K | ﹤0.01% | 12,000 -20,000 | -63% | -$90.6K | |||
| $53.3K | ﹤0.01% | 657 | – | – | |||
| $53.2K | ﹤0.01% | 1,933 +8 | +0.4% | +$220 | |||
| $52.6K | ﹤0.01% | 769 +2 | +0.3% | +$137 |
