AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 11.23%
2 Financials 10.8%
3 Technology 10.76%
4 Consumer Discretionary 10.33%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$843K 0.03%
58,863
+25
377
$834K 0.03%
45,093
-4,099
378
$823K 0.03%
235,874
+1,260
379
$821K 0.03%
18,638
-56
380
$820K 0.03%
17,193
-2,570
381
$820K 0.03%
16,091
-170
382
$813K 0.03%
19,596
+106
383
$810K 0.03%
29,732
+5,345
384
$797K 0.03%
27,394
-1,024
385
$797K 0.03%
8,143
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386
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48,927
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387
$793K 0.03%
24,713
388
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15,436
389
$788K 0.03%
20,000
-1,350
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150,758
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12,190
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392
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45,435
393
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113,662
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395
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10,515
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397
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94,191
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398
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25,000
399
$746K 0.03%
+88,113
400
$741K 0.03%
145,000
-5,000