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
Cap. Flow
+$124M
Cap. Flow %
2.78%
Top 10 Hldgs %
28.28%
Holding
1,978
New
115
Increased
448
Reduced
462
Closed
145

Sector Composition

1Industrials17.1%
2Technology11.72%
3Consumer Discretionary11.23%
4Financials8.54%
5Healthcare7.12%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$12.3M0.27% 355,790
+900
+0.3%
+$31.1K
$11.5M0.26% 131,379
+302
+0.2%
+$26.5K
$11.5M0.26% 61,743
-815
-1%
-$152K
$11.5M0.26% 366,031
-144,480
-28%
-$4.54M
$11.5M0.26% 78,195
+1,898
+2%
+$278K
$11.5M0.26% 248,780
-8,565
-3%
-$395K
$11.4M0.26% 36,702
-179
-0.5%
-$55.8K
$11.4M0.25% 153,460
-22,660
-13%
-$1.68M
$11.4M0.25% 74,203
+446
+0.6%
+$68.3K
$11.2M0.25% 191,688
+128,721
+204%
+$7.55M
$11.2M0.25% 20,020
+355
+2%
+$199K
$11M0.25% 1,891,203
-17,018
-0.9%
-$99.4K
$10.9M0.24% 42,218
+439
+1%
+$114K
$10.7M0.24% 18,632
-48,434
-72%
-$27.9M
$10.6M0.24% 117,407
-4,966
-4%
-$450K
$10.6M0.24% 2,302
+24
+1%
+$111K
$10.4M0.23% 372,894
+25,264
+7%
+$704K
$10.1M0.22% 595,655
-150,340
-20%
-$2.54M
$10M0.22% 206,068
-14,263
-6%
-$695K
$9.98M0.22% 764,327
-5,116
-0.7%
-$66.8K
$9.74M0.22% 64,960
-1,520
-2%
-$228K
$9.66M0.22% 69,086
+655
+1%
+$91.6K
$9.62M0.21% 352,565
+23,987
+7%
+$654K
$9.49M0.21% 6,858
+34
+0.5%
+$47K
$9.48M0.21% 172,070
-9,017
-5%
-$497K