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 | |
|---|---|---|---|---|---|---|---|
| $43.5K | ﹤0.01% | 5,000 | – | – | |||
| $43.3K | ﹤0.01% | 667 | – | – | |||
| $43.3K | ﹤0.01% | 142 | – | – | |||
| $43.2K | ﹤0.01% | 95 | – | – | |||
| $43.2K | ﹤0.01% | 530 | – | – | |||
| $42.6K | ﹤0.01% | 4,715 | – | – | |||
| $42.5K | ﹤0.01% | 1,450 | – | – | |||
| $42.4K | ﹤0.01% | 310 | – | – | |||
| $41.8K | ﹤0.01% | 4,150 -1,000 | -19% | -$10.1K | |||
| $41.6K | ﹤0.01% | 400 | – | – | |||
| $41.3K | ﹤0.01% | 806 | – | – | |||
| $41.1K | ﹤0.01% | 400 -2 | -0.5% | -$206 | |||
| $40.9K | ﹤0.01% | 210 -40 | -16% | -$7.79K | |||
| $40.9K | ﹤0.01% | 469 +115 | +32% | +$10K | |||
| $40.5K | ﹤0.01% | 800 | – | – | |||
| $40.5K | ﹤0.01% | 183 -22 | -11% | -$4.86K | |||
| $40.1K | ﹤0.01% | 434 | – | – | |||
| $40K | ﹤0.01% | 1,500 -10,000 | -87% | -$267K | |||
| $39.9K | ﹤0.01% | 498 +1 | +0.2% | +$80 | |||
| $39.7K | ﹤0.01% | 584 | – | – | |||
| $39.7K | ﹤0.01% | 720 | – | – | |||
| $39.5K | ﹤0.01% | 4,163 -135 | -3% | -$1.28K | |||
| $39.5K | ﹤0.01% | 150 | – | – | |||
| $39.3K | ﹤0.01% | 329 | – | – | |||
| $39.1K | ﹤0.01% | 3,199 | – | – |
