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 | |
|---|---|---|---|---|---|---|---|
| $875 | ﹤0.01% | 7 | – | – | |||
| $863 | ﹤0.01% | 2 -203 | -99% | -$87.6K | |||
| $860 | ﹤0.01% | 149 | – | – | |||
| $850 | ﹤0.01% | 32 | – | – | |||
| $823 | ﹤0.01% | 3,294 | – | – | |||
| $820 | ﹤0.01% | +39 | New | +$820 | |||
| $816 | ﹤0.01% | +160 | New | +$816 | |||
| $809 | ﹤0.01% | 24,522 | – | – | |||
| $809 | ﹤0.01% | 4 | – | – | |||
| $793 | ﹤0.01% | 20,339 | – | – | |||
| $790 | ﹤0.01% | 37 -2 | -5% | -$43 | |||
| $787 | ﹤0.01% | 36 | – | – | |||
| $774 | ﹤0.01% | 6,450 | – | – | |||
| $762 | ﹤0.01% | 847 | – | – | |||
| $754 | ﹤0.01% | 13 | – | – | |||
| $751 | ﹤0.01% | 10 | – | – | |||
| $751 | ﹤0.01% | 10,000 | – | – | |||
| $741 | ﹤0.01% | 1,225 | – | – | |||
| $739 | ﹤0.01% | +192 | New | +$739 | |||
| $737 | ﹤0.01% | 35 -36 | -51% | -$758 | |||
| $736 | ﹤0.01% | +54 | New | +$736 | |||
| $688 | ﹤0.01% | 19 | – | – | |||
| $677 | ﹤0.01% | 250 | – | – | |||
| $640 | ﹤0.01% | 127 | – | – | |||
| $636 | ﹤0.01% | 300 | – | – |
