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 | |
|---|---|---|---|---|---|---|---|
| $9.85K | ﹤0.01% | 1,068 | – | – | |||
| $9.84K | ﹤0.01% | 330 | – | – | |||
| $9.82K | ﹤0.01% | 68 | – | – | |||
| $9.78K | ﹤0.01% | 251 | – | – | |||
| $9.7K | ﹤0.01% | 1,000 -397 | -28% | -$3.85K | |||
| $9.53K | ﹤0.01% | 335 | – | – | |||
| $9.25K | ﹤0.01% | 157 -65 | -29% | -$3.83K | |||
| $9.15K | ﹤0.01% | 26 +2 | +8% | +$704 | |||
| $9.02K | ﹤0.01% | 80 -121 | -60% | -$13.6K | |||
| $8.84K | ﹤0.01% | 97 | – | – | |||
| $8.77K | ﹤0.01% | 77 | – | – | |||
| $8.74K | ﹤0.01% | 216 +2 | +0.9% | +$81 | |||
| $8.66K | ﹤0.01% | 753 +153 | +26% | +$1.76K | |||
| $8.65K | ﹤0.01% | 156 | – | – | |||
| $8.53K | ﹤0.01% | 160 | – | – | |||
| $8.47K | ﹤0.01% | 148 | – | – | |||
| $8.43K | ﹤0.01% | 56 -330 | -85% | -$49.7K | |||
| $8.28K | ﹤0.01% | 75 | – | – | |||
| $8.14K | ﹤0.01% | 700 | – | – | |||
| $8.13K | ﹤0.01% | 1,332 | – | – | |||
| $8.1K | ﹤0.01% | 101 | – | – | |||
| $8.06K | ﹤0.01% | 700 | – | – | |||
| $8K | ﹤0.01% | 10,000 | – | – | |||
| $8K | ﹤0.01% | 800 | – | – | |||
| $7.95K | ﹤0.01% | 78 -22 | -22% | -$2.24K |
