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 | |
|---|---|---|---|---|---|---|---|
| $2.25K | ﹤0.01% | +5,182 | New | +$2.25K | |||
| $2.23K | ﹤0.01% | 75 +1 | +1% | +$30 | |||
| $2.22K | ﹤0.01% | 10 | – | – | |||
| $2.16K | ﹤0.01% | 100 | – | – | |||
| $2.11K | ﹤0.01% | 16 | – | – | |||
| $2.08K | ﹤0.01% | 58 +16 | +38% | +$574 | |||
| $2.08K | ﹤0.01% | 100 | – | – | |||
| $2.06K | ﹤0.01% | 100 | – | – | |||
| $2.01K | ﹤0.01% | 33,458 | – | – | |||
| $1.96K | ﹤0.01% | 57 | – | – | |||
| $1.95K | ﹤0.01% | 15 -1 | -6% | -$130 | |||
| $1.91K | ﹤0.01% | 50 | – | – | |||
| $1.9K | ﹤0.01% | 155 | – | – | |||
| $1.86K | ﹤0.01% | 30 | – | – | |||
| $1.82K | ﹤0.01% | 100 | – | – | |||
| $1.76K | ﹤0.01% | 125 | – | – | |||
| $1.69K | ﹤0.01% | 28,000 | – | – | |||
| $1.68K | ﹤0.01% | 26 +9 | +53% | +$582 | |||
| $1.68K | ﹤0.01% | +60 | New | +$1.68K | |||
| $1.67K | ﹤0.01% | 116 | – | – | |||
| $1.67K | ﹤0.01% | 56 | – | – | |||
| $1.66K | ﹤0.01% | 525 | – | – | |||
| $1.66K | ﹤0.01% | 126 | – | – | |||
| $1.65K | ﹤0.01% | 42 | – | – | |||
| $1.59K | ﹤0.01% | 5 | – | – |
