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 | |
|---|---|---|---|---|---|---|---|
| $362 | ﹤0.01% | 37 | – | – | |||
| $360 | ﹤0.01% | 6,000 | – | – | |||
| $356 | ﹤0.01% | 17,548 | – | – | |||
| $337 | ﹤0.01% | 1 | – | – | |||
| $336 | ﹤0.01% | 8,347 | – | – | |||
| $334 | ﹤0.01% | 6,204 | – | – | |||
| $329 | ﹤0.01% | +1 | New | +$329 | |||
| $323 | ﹤0.01% | 7 -214 | -97% | -$9.88K | |||
| $321 | ﹤0.01% | 6 -177 | -97% | -$9.47K | |||
| $318 | ﹤0.01% | +1 | New | +$318 | |||
| $315 | ﹤0.01% | 32 -618 | -95% | -$6.08K | |||
| $308 | ﹤0.01% | 9 -9 | -50% | -$308 | |||
| $304 | ﹤0.01% | 10,125 | – | – | |||
| $300 | ﹤0.01% | 2 | – | – | |||
| $299 | ﹤0.01% | 9,996 | – | – | |||
| $294 | ﹤0.01% | 9,800 | – | – | |||
| $285 | ﹤0.01% | 40 | – | – | |||
| $283 | ﹤0.01% | 5 | – | – | |||
| $282 | ﹤0.01% | 6,000 | – | – | |||
| $281 | ﹤0.01% | +189 | New | +$281 | |||
| $276 | ﹤0.01% | +2 | New | +$276 | |||
| $270 | ﹤0.01% | 5 | – | – | |||
| $266 | ﹤0.01% | 1 | – | – | |||
| $263 | ﹤0.01% | 4 | – | – | |||
| $262 | ﹤0.01% | +7 | New | +$262 |
