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 | |
|---|---|---|---|---|---|---|---|
| $0 | ﹤0.01% | 17,542 | – | – | |||
| – | – | 0 | – | – | |||
| $0 | ﹤0.01% | 15,470 | – | – | |||
| $0 | ﹤0.01% | 4,360 | – | – | |||
| $0 | ﹤0.01% | 5,298 | – | – | |||
| $0 | ﹤0.01% | 6,540 | – | – | |||
| $0 | ﹤0.01% | 2,000 | – | – | |||
| $0 | ﹤0.01% | 20,213 | – | – | |||
| – | – | -10,000 | Closed | -$139K | |||
| – | – | -6 | Closed | -$664 | |||
| – | – | -48 | Closed | -$4.59K | |||
| – | – | -148 | Closed | -$1.91K | |||
| – | – | -4,500 | Closed | -$292K | |||
| – | – | -181,413 | Closed | -$283K | |||
| – | – | -19 | Closed | -$1.05K | |||
| – | – | -1 | Closed | -$187 | |||
| – | – | -577 | Closed | -$10.3K | |||
| – | – | -376 | Closed | -$32.3K | |||
| – | – | -125 | Closed | -$2.54K | |||
| – | – | -2 | Closed | -$306 | |||
| – | – | -500 | Closed | -$11.4K | |||
| – | – | -1,566 | Closed | -$35.1K | |||
| – | – | -1,630 | Closed | -$35.3K | |||
| – | – | -1,683 | Closed | -$36K | |||
| – | – | -1,295 | Closed | -$33.7K |
