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 | |
|---|---|---|---|---|---|---|---|
| $261 | ﹤0.01% | 2 | – | – | |||
| $260 | ﹤0.01% | 2,000 | – | – | |||
| $258 | ﹤0.01% | 15 +1 | +7% | +$17 | |||
| $257 | ﹤0.01% | 20 | – | – | |||
| $255 | ﹤0.01% | +4 | New | +$255 | |||
| $254 | ﹤0.01% | 5 | – | – | |||
| $253 | ﹤0.01% | 3 +1 | +50% | +$84 | |||
| $246 | ﹤0.01% | 5 -11 | -69% | -$541 | |||
| $245 | ﹤0.01% | 8,154 | – | – | |||
| $242 | ﹤0.01% | 1 | – | – | |||
| $240 | ﹤0.01% | 8,400 | – | – | |||
| $235 | ﹤0.01% | 33 | – | – | |||
| $234 | ﹤0.01% | +3 | New | +$234 | |||
| $232 | ﹤0.01% | 6 +2 | +50% | +$77 | |||
| $229 | ﹤0.01% | 222 | – | – | |||
| $225 | ﹤0.01% | 7,500 | – | – | |||
| $224 | ﹤0.01% | 1 | – | – | |||
| $220 | ﹤0.01% | 5 | – | – | |||
| $217 | ﹤0.01% | 10,850 | – | – | |||
| $208 | ﹤0.01% | 5,050 | – | – | |||
| $204 | ﹤0.01% | 1 | – | – | |||
| $183 | ﹤0.01% | 1 | – | – | |||
| $182 | ﹤0.01% | 23 | – | – | |||
| $180 | ﹤0.01% | 1 | – | – | |||
| $179 | ﹤0.01% | 8 | – | – |
