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 | |
|---|---|---|---|---|---|---|---|
| $590 | ﹤0.01% | 1 | – | – | |||
| $580 | ﹤0.01% | 1 -1 | -50% | -$580 | |||
| $563 | ﹤0.01% | 8 | – | – | |||
| $561 | ﹤0.01% | +15 | New | +$561 | |||
| $554 | ﹤0.01% | 13,850 | – | – | |||
| $532 | ﹤0.01% | +10 | New | +$532 | |||
| $528 | ﹤0.01% | 8 -850 | -99% | -$56.1K | |||
| $525 | ﹤0.01% | 27 | – | – | |||
| $515 | ﹤0.01% | 50 -800 | -94% | -$8.24K | |||
| $508 | ﹤0.01% | 2 | – | – | |||
| $476 | ﹤0.01% | 5 | – | – | |||
| $466 | ﹤0.01% | 78 -33 | -30% | -$197 | |||
| $465 | ﹤0.01% | +3 | New | +$465 | |||
| $465 | ﹤0.01% | 11 | – | – | |||
| $454 | ﹤0.01% | +150 | New | +$454 | |||
| $443 | ﹤0.01% | +50 | New | +$443 | |||
| $423 | ﹤0.01% | 13 | – | – | |||
| $414 | ﹤0.01% | 2 | – | – | |||
| $402 | ﹤0.01% | 4 | – | – | |||
| $400 | ﹤0.01% | 2,500 | – | – | |||
| $397 | ﹤0.01% | 7,826 | – | – | |||
| $387 | ﹤0.01% | 80 | – | – | |||
| $386 | ﹤0.01% | 5,050 | – | – | |||
| $384 | ﹤0.01% | 16,000 | – | – | |||
| $367 | ﹤0.01% | 58 | – | – |
