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 | |
|---|---|---|---|---|---|---|---|
| $23.9K | ﹤0.01% | 416 -79 | -16% | -$4.55K | |||
| $23.8K | ﹤0.01% | 350 | – | – | |||
| $23.8K | ﹤0.01% | 248 -110 | -31% | -$10.5K | |||
| $23.6K | ﹤0.01% | 20 | – | – | |||
| $23.3K | ﹤0.01% | 300 | – | – | |||
| $23.1K | ﹤0.01% | 200 | – | – | |||
| $22.9K | ﹤0.01% | 401 | – | – | |||
| $22.8K | ﹤0.01% | 624 | – | – | |||
| $22.5K | ﹤0.01% | 2,150 | – | – | |||
| $22.5K | ﹤0.01% | 373 | – | – | |||
| $22.4K | ﹤0.01% | 471 | – | – | |||
| $22K | ﹤0.01% | 2,694 | – | – | |||
| $21.9K | ﹤0.01% | 400 -900 | -69% | -$49.4K | |||
| $21.9K | ﹤0.01% | 1,009 +1,007 | +50,350% | +$21.9K | |||
| $21.9K | ﹤0.01% | 183 | – | – | |||
| $21.8K | ﹤0.01% | 800 | – | – | |||
| $21.7K | ﹤0.01% | 695 +149 | +27% | +$4.66K | |||
| $21.7K | ﹤0.01% | 352 | – | – | |||
| $21.5K | ﹤0.01% | 834 | – | – | |||
| $21.5K | ﹤0.01% | 180 +100 | +125% | +$11.9K | |||
| $21K | ﹤0.01% | 418 | – | – | |||
| $20.9K | ﹤0.01% | 8,000 -6,000 | -43% | -$15.7K | |||
| $20.8K | ﹤0.01% | 189 | – | – | |||
| $20.8K | ﹤0.01% | +565 | New | +$20.8K | |||
| $20.7K | ﹤0.01% | 175 | – | – |
