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 | |
|---|---|---|---|---|---|---|---|
| $7.89K | ﹤0.01% | 950 | – | – | |||
| $7.86K | ﹤0.01% | 38 | – | – | |||
| $7.85K | ﹤0.01% | 30 +2 | +7% | +$524 | |||
| $7.85K | ﹤0.01% | 394 -1,125 | -74% | -$22.4K | |||
| $7.77K | ﹤0.01% | +106 | New | +$7.77K | |||
| $7.76K | ﹤0.01% | 100 | – | – | |||
| $7.74K | ﹤0.01% | +2,000 | New | +$7.74K | |||
| $7.71K | ﹤0.01% | 100 -100 | -50% | -$7.71K | |||
| $7.62K | ﹤0.01% | 270 | – | – | |||
| $7.62K | ﹤0.01% | +300 | New | +$7.62K | |||
| $7.59K | ﹤0.01% | 90 | – | – | |||
| $7.54K | ﹤0.01% | 2,000 | – | – | |||
| $7.53K | ﹤0.01% | 400 | – | – | |||
| $7.47K | ﹤0.01% | 170 | – | – | |||
| $7.47K | ﹤0.01% | 400 | – | – | |||
| $7.42K | ﹤0.01% | 200 | – | – | |||
| $7.4K | ﹤0.01% | 364 +345 | +1,816% | +$7.01K | |||
| $7.31K | ﹤0.01% | 86 +1 | +1% | +$85 | |||
| $7.26K | ﹤0.01% | 212 | – | – | |||
| $7.15K | ﹤0.01% | 1,000 | – | – | |||
| $7.09K | ﹤0.01% | 199 | – | – | |||
| $7.05K | ﹤0.01% | 68 | – | – | |||
| $6.91K | ﹤0.01% | 143 | – | – | |||
| $6.89K | ﹤0.01% | 41 | – | – | |||
| $6.87K | ﹤0.01% | 325 | – | – |
