AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.6B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,378
New
Increased
Reduced
Closed

Top Sells

1 +$11M
2 +$7.85M
3 +$7.56M
4
VOYA icon
Voya Financial
VOYA
+$7.02M
5
MATW icon
Matthews International
MATW
+$5.52M

Sector Composition

1 Industrials 11.21%
2 Technology 10.79%
3 Financials 10.75%
4 Consumer Discretionary 10.33%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2.26M 0.09%
17,008
+12,404
227
$2.22M 0.09%
44,201
+28,282
228
$2.22M 0.09%
30,784
-13,894
229
$2.21M 0.09%
62,551
-7,002
230
$2.21M 0.09%
243,220
+6,000
231
$2.21M 0.09%
30,039
+969
232
$2.21M 0.08%
16,186
+3,454
233
$2.19M 0.08%
174,316
+768
234
$2.18M 0.08%
579,975
-15,000
235
$2.16M 0.08%
+52,076
236
$2.15M 0.08%
34,081
+423
237
$2.1M 0.08%
47,419
+205
238
$2.08M 0.08%
129,369
-14,230
239
$1.95M 0.08%
222,662
+606
240
$1.95M 0.08%
+75,000
241
$1.9M 0.07%
27,062
-483
242
$1.9M 0.07%
7,460
+5
243
$1.9M 0.07%
5,371
-119
244
$1.89M 0.07%
131,036
-35,618
245
$1.88M 0.07%
254,117
-198,496
246
$1.87M 0.07%
38,120
+562
247
$1.84M 0.07%
142,085
-180,293
248
$1.84M 0.07%
+12,000
249
$1.83M 0.07%
15,977
-223
250
$1.82M 0.07%
51,273
+20,063