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 | |
|---|---|---|---|---|---|---|---|
| $5.95K | ﹤0.01% | 82 | – | – | |||
| $5.9K | ﹤0.01% | 16 | – | – | |||
| $5.79K | ﹤0.01% | 76 | – | – | |||
| $5.71K | ﹤0.01% | 120 | – | – | |||
| $5.67K | ﹤0.01% | +95 | New | +$5.67K | |||
| $5.66K | ﹤0.01% | 476 | – | – | |||
| $5.66K | ﹤0.01% | 10 | – | – | |||
| $5.55K | ﹤0.01% | 137 | – | – | |||
| $5.52K | ﹤0.01% | 70 | – | – | |||
| $5.5K | ﹤0.01% | +110 | New | +$5.5K | |||
| $5.49K | ﹤0.01% | 84 -3 | -3% | -$196 | |||
| $5.45K | ﹤0.01% | 105 +1 | +1% | +$52 | |||
| $5.4K | ﹤0.01% | +150 | New | +$5.4K | |||
| $5.32K | ﹤0.01% | 40 | – | – | |||
| $5.31K | ﹤0.01% | 129 | – | – | |||
| $5.24K | ﹤0.01% | 50 | – | – | |||
| $5.2K | ﹤0.01% | 42 -6,890 | -99% | -$852K | |||
| $5.06K | ﹤0.01% | 200 | – | – | |||
| $5.03K | ﹤0.01% | 600 | – | – | |||
| $5.01K | ﹤0.01% | 150 | – | – | |||
| $4.97K | ﹤0.01% | 30 | – | – | |||
| $4.9K | ﹤0.01% | 66 | – | – | |||
| $4.88K | ﹤0.01% | 23 | – | – | |||
| $4.76K | ﹤0.01% | 101 -23 | -19% | -$1.08K | |||
| $4.75K | ﹤0.01% | 65 -46 | -41% | -$3.36K |
