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 | |
|---|---|---|---|---|---|---|---|
| $3.81K | ﹤0.01% | 24 -1 | -4% | -$159 | |||
| $3.81K | ﹤0.01% | 1 | – | – | |||
| $3.8K | ﹤0.01% | 1,330 | – | – | |||
| $3.76K | ﹤0.01% | 19,800 | – | – | |||
| $3.76K | ﹤0.01% | 26 -5 | -16% | -$723 | |||
| $3.75K | ﹤0.01% | 300 | – | – | |||
| $3.74K | ﹤0.01% | 310 | – | – | |||
| $3.69K | ﹤0.01% | 2 +1 | +100% | +$1.84K | |||
| $3.62K | ﹤0.01% | 2,250 | – | – | |||
| $3.59K | ﹤0.01% | +320 | New | +$3.59K | |||
| $3.58K | ﹤0.01% | 100 | – | – | |||
| $3.53K | ﹤0.01% | 27 | – | – | |||
| $3.5K | ﹤0.01% | 20 | – | – | |||
| $3.48K | ﹤0.01% | 550 -500 | -48% | -$3.16K | |||
| $3.45K | ﹤0.01% | 19 -1 | -5% | -$182 | |||
| $3.15K | ﹤0.01% | 826 +452 | +121% | +$1.72K | |||
| $3.07K | ﹤0.01% | 108 | – | – | |||
| $3.06K | ﹤0.01% | +68 | New | +$3.06K | |||
| $3.01K | ﹤0.01% | +141 | New | +$3.01K | |||
| $2.99K | ﹤0.01% | 33 | – | – | |||
| $2.97K | ﹤0.01% | 10,449 | – | – | |||
| $2.93K | ﹤0.01% | 75 | – | – | |||
| $2.93K | ﹤0.01% | 154 | – | – | |||
| $2.89K | ﹤0.01% | 50 | – | – | |||
| $2.86K | ﹤0.01% | 250 | – | – |
