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 | |
|---|---|---|---|---|---|---|---|
| $179 | ﹤0.01% | 1 | – | – | |||
| $176 | ﹤0.01% | +9 | New | +$176 | |||
| $175 | ﹤0.01% | +3 | New | +$175 | |||
| $171 | ﹤0.01% | +9 | New | +$171 | |||
| $169 | ﹤0.01% | +1 | New | +$169 | |||
| $153 | ﹤0.01% | 1 | – | – | |||
| $148 | ﹤0.01% | 1 | – | – | |||
| $147 | ﹤0.01% | 1 -25 | -96% | -$3.68K | |||
| $131 | ﹤0.01% | 4,366 | – | – | |||
| $130 | ﹤0.01% | 7 | – | – | |||
| $125 | ﹤0.01% | 2,500 | – | – | |||
| $117 | ﹤0.01% | 3,175 | – | – | |||
| $115 | ﹤0.01% | 5 -1 | -17% | -$23 | |||
| $111 | ﹤0.01% | 15,273 | – | – | |||
| $110 | ﹤0.01% | 11,000 | – | – | |||
| $107 | ﹤0.01% | 50 | – | – | |||
| $107 | ﹤0.01% | 35 | – | – | |||
| $105 | ﹤0.01% | 5,000 | – | – | |||
| $100 | ﹤0.01% | 2,791 | – | – | |||
| $91 | ﹤0.01% | 2,607 | – | – | |||
| $88 | ﹤0.01% | 66 | – | – | |||
| $84 | ﹤0.01% | 5,000 | – | – | |||
| $73 | ﹤0.01% | 17,300 | – | – | |||
| $70 | ﹤0.01% | 5,050 | – | – | |||
| $67 | ﹤0.01% | +2 | New | +$67 |
