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 | |
|---|---|---|---|---|---|---|---|
| $1.16K | ﹤0.01% | 19,700 | – | – | |||
| $1.13K | ﹤0.01% | 76 | – | – | |||
| $1.12K | ﹤0.01% | +10 | New | +$1.12K | |||
| $1.1K | ﹤0.01% | 60 | – | – | |||
| $1.09K | ﹤0.01% | 176 | – | – | |||
| $1.06K | ﹤0.01% | 98 -12 | -11% | -$130 | |||
| $1.05K | ﹤0.01% | 100 | – | – | |||
| $1.05K | ﹤0.01% | 23 | – | – | |||
| $1.04K | ﹤0.01% | 51,800 | – | – | |||
| $1.03K | ﹤0.01% | +9 | New | +$1.03K | |||
| $1.03K | ﹤0.01% | +106 | New | +$1.03K | |||
| $1.01K | ﹤0.01% | +64 | New | +$1.01K | |||
| $1.01K | ﹤0.01% | 11 | – | – | |||
| $1K | ﹤0.01% | +32 | New | +$1K | |||
| $1K | ﹤0.01% | +91 | New | +$1K | |||
| $1K | ﹤0.01% | 25,000 | – | – | |||
| $998 | ﹤0.01% | 75 | – | – | |||
| $991 | ﹤0.01% | +82 | New | +$991 | |||
| $989 | ﹤0.01% | 44,735 | – | – | |||
| $984 | ﹤0.01% | 20 | – | – | |||
| $976 | ﹤0.01% | 50 | – | – | |||
| $973 | ﹤0.01% | 18 | – | – | |||
| $964 | ﹤0.01% | +438 | New | +$964 | |||
| $960 | ﹤0.01% | 57 | – | – | |||
| $926 | ﹤0.01% | 78 | – | – |
