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 | |
|---|---|---|---|---|---|---|---|
| $13.3K | ﹤0.01% | 74 | – | – | |||
| $13.2K | ﹤0.01% | 177 | – | – | |||
| $13.2K | ﹤0.01% | 135 | – | – | |||
| $13.2K | ﹤0.01% | 283 -195 | -41% | -$9.07K | |||
| $13.1K | ﹤0.01% | 1,200 | – | – | |||
| $13K | ﹤0.01% | 60 | – | – | |||
| $13K | ﹤0.01% | 290 | – | – | |||
| $12.9K | ﹤0.01% | 1,400 | – | – | |||
| $12.8K | ﹤0.01% | 35 +1 | +3% | +$367 | |||
| $12.7K | ﹤0.01% | 215 | – | – | |||
| $12.7K | ﹤0.01% | 27 | – | – | |||
| $12.7K | ﹤0.01% | 622 | – | – | |||
| $12.6K | ﹤0.01% | 219 -165 | -43% | -$9.5K | |||
| $12.4K | ﹤0.01% | 100 | – | – | |||
| $12.3K | ﹤0.01% | 134 -76 | -36% | -$6.97K | |||
| $12.2K | ﹤0.01% | 210 -60 | -22% | -$3.5K | |||
| $12.2K | ﹤0.01% | 356 -200 | -36% | -$6.85K | |||
| $12.1K | ﹤0.01% | 1,000 | – | – | |||
| $12K | ﹤0.01% | 3,060 | – | – | |||
| $12K | ﹤0.01% | 54 | – | – | |||
| $12K | ﹤0.01% | 69 | – | – | |||
| $11.9K | ﹤0.01% | 100 -16 | -14% | -$1.91K | |||
| $11.9K | ﹤0.01% | +168 | New | +$11.9K | |||
| $11.7K | ﹤0.01% | 76 | – | – | |||
| $11.6K | ﹤0.01% | 170 | – | – |
