AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
501
$457K 0.02%
8,308
502
$456K 0.02%
5,703
-85
503
$453K 0.02%
139,512
-4,178
504
$451K 0.02%
54,384
-31,080
505
$450K 0.02%
4,974
-181
506
$447K 0.02%
6,779
-1,727
507
$446K 0.02%
46,190
-962
508
$445K 0.02%
8,735
-3,845
509
$441K 0.02%
74,740
+368
510
$441K 0.02%
2,711
+305
511
$437K 0.02%
4,928
-849
512
$437K 0.02%
10,610
-410
513
$434K 0.02%
6,372
-2,349
514
$431K 0.02%
1,630
+234
515
$431K 0.02%
5,000
516
$430K 0.02%
15,568
-890
517
$430K 0.02%
11,351
-3,510
518
$427K 0.02%
3,621
+1
519
$426K 0.02%
65,062
+467
520
$426K 0.02%
48,750
+8,646
521
$425K 0.02%
10,050
522
$423K 0.02%
3,336
-1,519
523
$420K 0.02%
4,550
-575
524
$417K 0.02%
56,688
+17,079
525
$416K 0.02%
2,051
-3,081