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 | |
|---|---|---|---|---|---|---|---|
| $15.2K | ﹤0.01% | 750 | – | – | |||
| $15.1K | ﹤0.01% | 400 | – | – | |||
| $15.1K | ﹤0.01% | 183 -74 | -29% | -$6.09K | |||
| $15K | ﹤0.01% | 150 | – | – | |||
| $14.9K | ﹤0.01% | 450 -1,000 | -69% | -$33.2K | |||
| $14.9K | ﹤0.01% | 150 | – | – | |||
| $14.8K | ﹤0.01% | 175 | – | – | |||
| $14.7K | ﹤0.01% | 306 -53 | -15% | -$2.55K | |||
| $14.6K | ﹤0.01% | +10,000 | New | +$14.6K | |||
| $14.6K | ﹤0.01% | 46 | – | – | |||
| $14.5K | ﹤0.01% | +299 | New | +$14.5K | |||
| $14.5K | ﹤0.01% | 2 | – | – | |||
| $14.5K | ﹤0.01% | 300 | – | – | |||
| $14.4K | ﹤0.01% | 215 -215 | -50% | -$14.4K | |||
| $14.3K | ﹤0.01% | 408 +24 | +6% | +$839 | |||
| $14.2K | ﹤0.01% | 243 | – | – | |||
| $14.1K | ﹤0.01% | 2,380 +801 | +51% | +$4.74K | |||
| $14.1K | ﹤0.01% | 117 -6 | -5% | -$722 | |||
| $14.1K | ﹤0.01% | 291 | – | – | |||
| $13.9K | ﹤0.01% | 155 | – | – | |||
| $13.8K | ﹤0.01% | 350 | – | – | |||
| $13.7K | ﹤0.01% | 1,373 -46 | -3% | -$458 | |||
| $13.5K | ﹤0.01% | 5 | – | – | |||
| $13.5K | ﹤0.01% | 147 +55 | +60% | +$5.04K | |||
| $13.3K | ﹤0.01% | 400 | – | – |
