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 | |
|---|---|---|---|---|---|---|---|
| $50.7K | ﹤0.01% | 1,091 | – | – | |||
| $50.5K | ﹤0.01% | 530 | – | – | |||
| $50.5K | ﹤0.01% | 2,000 | – | – | |||
| $50K | ﹤0.01% | +3,975 | New | +$50K | |||
| $49.7K | ﹤0.01% | 445 -63 | -12% | -$7.04K | |||
| $49.6K | ﹤0.01% | 998 | – | – | |||
| $49.5K | ﹤0.01% | 1,215 -56 | -4% | -$2.28K | |||
| $49.5K | ﹤0.01% | 106 | – | – | |||
| $49.5K | ﹤0.01% | 835 | – | – | |||
| $48.7K | ﹤0.01% | 711 | – | – | |||
| $48.7K | ﹤0.01% | +100 | New | +$48.7K | |||
| $48.5K | ﹤0.01% | 1,100 | – | – | |||
| $47.7K | ﹤0.01% | 5,800 -80,000 | -93% | -$658K | |||
| $47.5K | ﹤0.01% | 785 | – | – | |||
| $47.1K | ﹤0.01% | 746 +3 | +0.4% | +$189 | |||
| $46.3K | ﹤0.01% | 750 | – | – | |||
| $46.1K | ﹤0.01% | 2,750 | – | – | |||
| $46K | ﹤0.01% | 841 -43 | -5% | -$2.35K | |||
| $45.9K | ﹤0.01% | 228 +105 | +85% | +$21.1K | |||
| $45.6K | ﹤0.01% | 433 -1 | -0.2% | -$105 | |||
| $45.4K | ﹤0.01% | 300 | – | – | |||
| $44.9K | ﹤0.01% | 1,000 | – | – | |||
| $44.6K | ﹤0.01% | 1,576 | – | – | |||
| $43.9K | ﹤0.01% | 1,000 | – | – | |||
| $43.8K | ﹤0.01% | 138 | – | – |
