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 | |
|---|---|---|---|---|---|---|---|
| $6.87K | ﹤0.01% | 127 | – | – | |||
| $6.85K | ﹤0.01% | 553 -3,000 | -84% | -$37.2K | |||
| $6.85K | ﹤0.01% | 200 -12 | -6% | -$411 | |||
| $6.84K | ﹤0.01% | 300 | – | – | |||
| $6.83K | ﹤0.01% | 1,678 -512 | -23% | -$2.08K | |||
| $6.72K | ﹤0.01% | 108 | – | – | |||
| $6.72K | ﹤0.01% | 253 -54 | -18% | -$1.43K | |||
| $6.64K | ﹤0.01% | 200 | – | – | |||
| $6.62K | ﹤0.01% | 95 | – | – | |||
| $6.53K | ﹤0.01% | 142 | – | – | |||
| $6.5K | ﹤0.01% | 54 | – | – | |||
| $6.47K | ﹤0.01% | +220 | New | +$6.47K | |||
| $6.44K | ﹤0.01% | 100 | – | – | |||
| $6.37K | ﹤0.01% | 650 | – | – | |||
| $6.37K | ﹤0.01% | 27 -50 | -65% | -$11.8K | |||
| $6.31K | ﹤0.01% | 500 | – | – | |||
| $6.28K | ﹤0.01% | +175 | New | +$6.28K | |||
| $6.26K | ﹤0.01% | 1,500 | – | – | |||
| $6.23K | ﹤0.01% | 319 | – | – | |||
| $6.12K | ﹤0.01% | 25 | – | – | |||
| $6.1K | ﹤0.01% | 85 | – | – | |||
| $6.08K | ﹤0.01% | 235 | – | – | |||
| $6.08K | ﹤0.01% | 124 | – | – | |||
| $6.07K | ﹤0.01% | +230 | New | +$6.07K | |||
| $6.04K | ﹤0.01% | +301 | New | +$6.04K |
