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 | |
|---|---|---|---|---|---|---|---|
| $11.6K | ﹤0.01% | 595 | – | – | |||
| $11.4K | ﹤0.01% | 346 | – | – | |||
| $11.3K | ﹤0.01% | 197 +97 | +97% | +$5.59K | |||
| $11.1K | ﹤0.01% | 300 | – | – | |||
| $11K | ﹤0.01% | 20 | – | – | |||
| $10.8K | ﹤0.01% | 150 | – | – | |||
| $10.8K | ﹤0.01% | 68 | – | – | |||
| $10.7K | ﹤0.01% | 183 -367 | -67% | -$21.5K | |||
| $10.7K | ﹤0.01% | 21 | – | – | |||
| $10.6K | ﹤0.01% | 368 | – | – | |||
| $10.6K | ﹤0.01% | 128 +3 | +2% | +$249 | |||
| $10.6K | ﹤0.01% | 120 | – | – | |||
| $10.5K | ﹤0.01% | 136 | – | – | |||
| $10.5K | ﹤0.01% | 441 | – | – | |||
| $10.4K | ﹤0.01% | 42 | – | – | |||
| $10.4K | ﹤0.01% | 1,320 | – | – | |||
| $10.4K | ﹤0.01% | 80 | – | – | |||
| $10.4K | ﹤0.01% | 374 -497 | -57% | -$13.8K | |||
| $10.3K | ﹤0.01% | 250 | – | – | |||
| $10.2K | ﹤0.01% | 50 | – | – | |||
| $10.2K | ﹤0.01% | 500 | – | – | |||
| $10.1K | ﹤0.01% | +1,000 | New | +$10.1K | |||
| $10K | ﹤0.01% | 105 +1 | +1% | +$95 | |||
| $9.93K | ﹤0.01% | 73 | – | – | |||
| $9.89K | ﹤0.01% | 255 -200 | -44% | -$7.76K |
