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 | |
|---|---|---|---|---|---|---|---|
| $17.5K | ﹤0.01% | 174 | – | – | |||
| $17.4K | ﹤0.01% | 1,000 | – | – | |||
| $17.3K | ﹤0.01% | 1,100 | – | – | |||
| $17.2K | ﹤0.01% | 225 -2 | -0.9% | -$153 | |||
| $17.2K | ﹤0.01% | 356 | – | – | |||
| $17K | ﹤0.01% | 514 | – | – | |||
| $17K | ﹤0.01% | 55 +30 | +120% | +$9.27K | |||
| $16.9K | ﹤0.01% | 556 | – | – | |||
| $16.7K | ﹤0.01% | 461 +398 | +632% | +$14.4K | |||
| $16.6K | ﹤0.01% | 2,380 | – | – | |||
| $16.6K | ﹤0.01% | 754 -1,040 | -58% | -$22.9K | |||
| $16.5K | ﹤0.01% | 1,072 -495 | -32% | -$7.64K | |||
| $16.4K | ﹤0.01% | 1,367 | – | – | |||
| $16.3K | ﹤0.01% | 948 -454 | -32% | -$7.82K | |||
| $16K | ﹤0.01% | 300 | – | – | |||
| $15.9K | ﹤0.01% | 207 | – | – | |||
| $15.9K | ﹤0.01% | +13,000 | New | +$15.9K | |||
| $15.8K | ﹤0.01% | 234 | – | – | |||
| $15.7K | ﹤0.01% | 450 | – | – | |||
| $15.6K | ﹤0.01% | 392 | – | – | |||
| $15.6K | ﹤0.01% | 505 +372 | +280% | +$11.5K | |||
| $15.5K | ﹤0.01% | 145 | – | – | |||
| $15.5K | ﹤0.01% | 420 +330 | +367% | +$12.2K | |||
| $15.4K | ﹤0.01% | 1,499 -54 | -3% | -$556 | |||
| $15.2K | ﹤0.01% | 116 | – | – |
