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 | |
|---|---|---|---|---|---|---|---|
| $31K | ﹤0.01% | 134 -982 | -88% | -$227K | |||
| $30.9K | ﹤0.01% | 1,523 +28 | +2% | +$568 | |||
| $30.6K | ﹤0.01% | 728 -70 | -9% | -$2.95K | |||
| $30.5K | ﹤0.01% | 845 +835 | +8,350% | +$30.2K | |||
| $30.1K | ﹤0.01% | 826 -67 | -8% | -$2.45K | |||
| $30.1K | ﹤0.01% | 420 | – | – | |||
| $29.7K | ﹤0.01% | 3,180 | – | – | |||
| $29.5K | ﹤0.01% | 460 | – | – | |||
| $29.3K | ﹤0.01% | 1,804 | – | – | |||
| $29.2K | ﹤0.01% | 575 | – | – | |||
| $29.1K | ﹤0.01% | 485 | – | – | |||
| $29K | ﹤0.01% | 3,000 | – | – | |||
| $28.6K | ﹤0.01% | 400 | – | – | |||
| $28.1K | ﹤0.01% | 115 | – | – | |||
| $27.9K | ﹤0.01% | 147 -24 | -14% | -$4.56K | |||
| $27.9K | ﹤0.01% | 1,551 | – | – | |||
| $27.7K | ﹤0.01% | 223 | – | – | |||
| $27.4K | ﹤0.01% | 595 +1 | +0.2% | +$46 | |||
| $27.3K | ﹤0.01% | 670 +90 | +16% | +$3.66K | |||
| $27K | ﹤0.01% | 296 +15 | +5% | +$1.37K | |||
| $26.9K | ﹤0.01% | 73 | – | – | |||
| $26.8K | ﹤0.01% | 354 -6 | -2% | -$454 | |||
| $26.6K | ﹤0.01% | 318 | – | – | |||
| $26.4K | ﹤0.01% | 252 -14 | -5% | -$1.46K | |||
| $26.4K | ﹤0.01% | 5,000 | – | – |
