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 | |
|---|---|---|---|---|---|---|---|
| $38.7K | ﹤0.01% | 281 | – | – | |||
| $38.7K | ﹤0.01% | 708 | – | – | |||
| $38.7K | ﹤0.01% | 61 -9 | -13% | -$5.71K | |||
| $38.6K | ﹤0.01% | 354 | – | – | |||
| $38.1K | ﹤0.01% | 1,000 | – | – | |||
| $38.1K | ﹤0.01% | 200 | – | – | |||
| $37.9K | ﹤0.01% | 500 | – | – | |||
| $37.2K | ﹤0.01% | 1,490 | – | – | |||
| $37.2K | ﹤0.01% | 1,064 +400 | +60% | +$14K | |||
| $37K | ﹤0.01% | 3,287 +1,023 | +45% | +$11.5K | |||
| $36.7K | ﹤0.01% | 100 | – | – | |||
| $36.7K | ﹤0.01% | 4,000 | – | – | |||
| $36.6K | ﹤0.01% | 929 | – | – | |||
| $36.5K | ﹤0.01% | 3,000 | – | – | |||
| $36.5K | ﹤0.01% | 950 | – | – | |||
| $36.5K | ﹤0.01% | 150 | – | – | |||
| $36.4K | ﹤0.01% | 231 | – | – | |||
| $36.3K | ﹤0.01% | 332 -3 | -0.9% | -$328 | |||
| $35.9K | ﹤0.01% | 1,000 | – | – | |||
| $35.5K | ﹤0.01% | 1,394 | – | – | |||
| $35.5K | ﹤0.01% | 358 | – | – | |||
| $35.4K | ﹤0.01% | 512 | – | – | |||
| $34.8K | ﹤0.01% | 1,509 | – | – | |||
| $34.7K | ﹤0.01% | 297 +33 | +13% | +$3.85K | |||
| $34.4K | ﹤0.01% | 208 | – | – |
