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 | |
|---|---|---|---|---|---|---|---|
| $4.73K | ﹤0.01% | 171 | – | – | |||
| $4.7K | ﹤0.01% | 150 | – | – | |||
| $4.64K | ﹤0.01% | 95 | – | – | |||
| $4.62K | ﹤0.01% | 182 -20 | -10% | -$507 | |||
| $4.61K | ﹤0.01% | 137 | – | – | |||
| $4.52K | ﹤0.01% | 8,378 -4,779,503 | -100% | -$2.58M | |||
| $4.5K | ﹤0.01% | 120 -1,999 | -94% | -$75K | |||
| $4.43K | ﹤0.01% | 100 -200 | -67% | -$8.85K | |||
| $4.37K | ﹤0.01% | 241 | – | – | |||
| $4.35K | ﹤0.01% | 1,522 | – | – | |||
| $4.27K | ﹤0.01% | 710 | – | – | |||
| $4.26K | ﹤0.01% | 149 -711 | -83% | -$20.3K | |||
| $4.25K | ﹤0.01% | 300 -1,000 | -77% | -$14.2K | |||
| $4.23K | ﹤0.01% | 54 | – | – | |||
| $4.22K | ﹤0.01% | 149 -4 | -3% | -$113 | |||
| $4.22K | ﹤0.01% | 34 | – | – | |||
| $4.22K | ﹤0.01% | 182 | – | – | |||
| $4.21K | ﹤0.01% | 55 | – | – | |||
| $4.21K | ﹤0.01% | 96 | – | – | |||
| $4.18K | ﹤0.01% | 173 | – | – | |||
| $4.15K | ﹤0.01% | 213 -2,363 | -92% | -$46.1K | |||
| $4.14K | ﹤0.01% | 313 | – | – | |||
| $3.91K | ﹤0.01% | 119 | – | – | |||
| $3.86K | ﹤0.01% | 42 +3 | +8% | +$276 | |||
| $3.83K | ﹤0.01% | 100 | – | – |
