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
351
$974K 0.04%
5,933
+386
352
$970K 0.04%
76,599
+296
353
$963K 0.04%
18,515
-4,150
354
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177,041
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355
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5,096
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356
$942K 0.04%
8,630
+6,272
357
$942K 0.04%
574,233
+3,050
358
$938K 0.04%
18,934
-1,510
359
$927K 0.04%
244,553
-85,969
360
$918K 0.04%
72,140
+2,504
361
$910K 0.04%
81,230
-8,532
362
$908K 0.04%
21,386
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363
$897K 0.03%
144,940
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364
$897K 0.03%
560,847
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$895K 0.03%
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366
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262,351
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12,094
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368
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41,988
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369
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91,380
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370
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376,477
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371
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373
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11,531
+180
374
$865K 0.03%
14,724
+1,520
375
$857K 0.03%
19,644
-243