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
276
$1.54M 0.06%
27,936
-1,400
277
$1.53M 0.06%
199,453
+37,639
278
$1.5M 0.06%
281,760
+151,605
279
$1.5M 0.06%
11,552
-175
280
$1.5M 0.06%
42,538
-7,859
281
$1.5M 0.06%
53,572
+9,102
282
$1.49M 0.06%
27,609
-3,654
283
$1.48M 0.06%
8,043
-1,215
284
$1.48M 0.06%
9,791
-1,067
285
$1.46M 0.06%
37,864
-285
286
$1.46M 0.06%
223,804
+1,186
287
$1.45M 0.06%
200,534
+29,444
288
$1.44M 0.06%
9,516
+72
289
$1.43M 0.06%
95,710
290
$1.41M 0.05%
20,738
+7,420
291
$1.41M 0.05%
118,200
-10,000
292
$1.41M 0.05%
173,992
+33,976
293
$1.4M 0.05%
12,307
+8,415
294
$1.39M 0.05%
3,724
+48
295
$1.38M 0.05%
89,574
+482
296
$1.38M 0.05%
+222,298
297
$1.37M 0.05%
467,203
+2,313
298
$1.37M 0.05%
15,596
+525
299
$1.37M 0.05%
49,147
-10,000
300
$1.37M 0.05%
21,799
+7,587