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
Cap. Flow
+$124M
Cap. Flow %
2.78%
Top 10 Hldgs %
28.28%
Holding
1,978
New
115
Increased
448
Reduced
462
Closed
145

Sector Composition

1Industrials17.1%
2Technology11.72%
3Consumer Discretionary11.23%
4Financials8.54%
5Healthcare7.12%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$9.4M0.21% 79,020
+1,242
+2%
+$148K
$9.28M0.21% 250,145
+80,977
+48%
+$3M
$9.28M0.21% 157,343
-3,750
-2%
-$221K
$9.24M0.21% 38,160
+33
+0.1%
+$7.99K
$9.24M0.21% 241,778
+46,147
+24%
+$1.76M
$9.15M0.2% 94,012
+9,286
+11%
+$904K
$9.07M0.2% 96,864
+2,404
+3%
+$225K
$9.01M0.2% 108,912
-1,020
-0.9%
-$84.4K
$9M0.2% 103,244
+16,674
+19%
+$1.45M
$8.97M0.2% 30,407
+1,001
+3%
+$295K
$8.94M0.2% 272,165
+14,920
+6%
+$490K
$8.7M0.19% 217,480
+83,830
+63%
+$3.35M
$8.14M0.18% 29,627
+459
+2%
+$126K
$8.13M0.18% 17,330
+232
+1%
+$109K
$8.11M0.18% 1,395,550
+220,535
+19%
+$1.28M
$7.99M0.18% 129,430
-8,089
-6%
-$499K
$7.87M0.18% 21,808
-1,325
-6%
-$478K
$7.84M0.17% 84,492
+9,299
+12%
+$863K
$7.84M0.17% 101,669
-15,501
-13%
-$1.2M
$7.83M0.17% 220,703
-100,766
-31%
-$3.58M
$7.8M0.17% 58,799
+1,980
+3%
+$263K
$7.69M0.17% 91,740
+20,910
+30%
+$1.75M
$7.67M0.17% 21,966
+5,940
+37%
+$2.07M
$7.44M0.17% 11,049
-194
-2%
-$131K
$7.2M0.16% 201,211
-3,171
-2%
-$113K