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 | |
|---|---|---|---|---|---|---|---|
| $1.58K | ﹤0.01% | 100 | – | – | |||
| $1.55K | ﹤0.01% | 14 +3 | +27% | +$333 | |||
| $1.55K | ﹤0.01% | 18 | – | – | |||
| $1.55K | ﹤0.01% | 185 | – | – | |||
| $1.54K | ﹤0.01% | 54 -53 | -50% | -$1.51K | |||
| $1.54K | ﹤0.01% | 20 | – | – | |||
| $1.5K | ﹤0.01% | 22 -8 | -27% | -$546 | |||
| $1.48K | ﹤0.01% | 20 | – | – | |||
| $1.47K | ﹤0.01% | 30 | – | – | |||
| $1.47K | ﹤0.01% | 64 -200 | -76% | -$4.59K | |||
| $1.46K | ﹤0.01% | 25 | – | – | |||
| $1.46K | ﹤0.01% | 167 | – | – | |||
| $1.4K | ﹤0.01% | 33 -429 | -93% | -$18.2K | |||
| $1.35K | ﹤0.01% | 45,000 | – | – | |||
| $1.34K | ﹤0.01% | 1,100 | – | – | |||
| $1.32K | ﹤0.01% | 25 | – | – | |||
| $1.31K | ﹤0.01% | 185 | – | – | |||
| $1.28K | ﹤0.01% | 1,600 | – | – | |||
| $1.28K | ﹤0.01% | 11 | – | – | |||
| $1.24K | ﹤0.01% | 37 -811 | -96% | -$27.2K | |||
| $1.22K | ﹤0.01% | 500 -4,500 | -90% | -$11K | |||
| $1.21K | ﹤0.01% | 100 | – | – | |||
| $1.21K | ﹤0.01% | 63 | – | – | |||
| $1.19K | ﹤0.01% | 21 +2 | +11% | +$114 | |||
| $1.16K | ﹤0.01% | 186 -100 | -35% | -$625 |
