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 | |
|---|---|---|---|---|---|---|---|
| $2.85K | ﹤0.01% | 4 -2 | -33% | -$1.43K | |||
| $2.85K | ﹤0.01% | 200 | – | – | |||
| $2.84K | ﹤0.01% | 160 -20 | -11% | -$355 | |||
| $2.81K | ﹤0.01% | 473 | – | – | |||
| $2.8K | ﹤0.01% | 499 -41 | -8% | -$230 | |||
| $2.78K | ﹤0.01% | 70 | – | – | |||
| $2.77K | ﹤0.01% | 117 | – | – | |||
| $2.75K | ﹤0.01% | 14 | – | – | |||
| $2.74K | ﹤0.01% | 1,450 | – | – | |||
| $2.73K | ﹤0.01% | 35 | – | – | |||
| $2.72K | ﹤0.01% | 62 | – | – | |||
| $2.64K | ﹤0.01% | 250 | – | – | |||
| $2.63K | ﹤0.01% | 100 | – | – | |||
| $2.56K | ﹤0.01% | 62 +40 | +182% | +$1.65K | |||
| $2.55K | ﹤0.01% | 126 | – | – | |||
| $2.45K | ﹤0.01% | 32 | – | – | |||
| $2.45K | ﹤0.01% | 45 -995 | -96% | -$54.1K | |||
| $2.39K | ﹤0.01% | 550 | – | – | |||
| $2.35K | ﹤0.01% | 82 | – | – | |||
| $2.33K | ﹤0.01% | 29 | – | – | |||
| $2.32K | ﹤0.01% | 5 +1 | +25% | +$463 | |||
| $2.3K | ﹤0.01% | 1,100 +100 | +10% | +$209 | |||
| $2.3K | ﹤0.01% | 37 +6 | +19% | +$373 | |||
| $2.28K | ﹤0.01% | 459 -175 | -28% | -$868 | |||
| $2.27K | ﹤0.01% | 14 -14 | -50% | -$2.27K |
