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 | |
|---|---|---|---|---|---|---|---|
| $20.4K | ﹤0.01% | 3,800 -3,150 | -45% | -$16.9K | |||
| $20.3K | ﹤0.01% | 840 | – | – | |||
| $20.3K | ﹤0.01% | 248 | – | – | |||
| $20.3K | ﹤0.01% | 200 | – | – | |||
| $20.2K | ﹤0.01% | +275 | New | +$20.2K | |||
| $20.2K | ﹤0.01% | 438 | – | – | |||
| $20.1K | ﹤0.01% | 3,750 +3,000 | +400% | +$16.1K | |||
| $19.9K | ﹤0.01% | 2,000 | – | – | |||
| $19.8K | ﹤0.01% | 34 | – | – | |||
| $19.5K | ﹤0.01% | 115 +2 | +2% | +$339 | |||
| $19.4K | ﹤0.01% | 271 | – | – | |||
| $19.4K | ﹤0.01% | 967 -226,110 | -100% | -$4.53M | |||
| $19.3K | ﹤0.01% | 88 | – | – | |||
| $18.9K | ﹤0.01% | 240 | – | – | |||
| $18.7K | ﹤0.01% | 272 -1,450 | -84% | -$99.4K | |||
| $18.6K | ﹤0.01% | 625 | – | – | |||
| $18.5K | ﹤0.01% | 500 | – | – | |||
| $18.5K | ﹤0.01% | 350 | – | – | |||
| $18.3K | ﹤0.01% | 2,000 | – | – | |||
| $18.2K | ﹤0.01% | 1,000 | – | – | |||
| $18.2K | ﹤0.01% | 500 | – | – | |||
| $17.9K | ﹤0.01% | 135 -383 | -74% | -$50.6K | |||
| $17.8K | ﹤0.01% | 86 +85 | +8,500% | +$17.6K | |||
| $17.7K | ﹤0.01% | 100 | – | – | |||
| $17.6K | ﹤0.01% | 258 | – | – |
