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
526
$411K 0.02%
+15,000
527
$407K 0.02%
5,686
-392
528
$405K 0.02%
2,352
529
$405K 0.02%
5,240
530
$404K 0.02%
23,500
-5,000
531
$404K 0.02%
11,647
532
$402K 0.02%
14,397
-39,693
533
$401K 0.02%
18,650
534
$398K 0.02%
12,696
-6,333
535
$392K 0.02%
9,925
+150
536
$386K 0.01%
+54,920
537
$379K 0.01%
128,207
+774
538
$378K 0.01%
8,820
-323
539
$375K 0.01%
47,100
+3,000
540
$375K 0.01%
15,328
-1,331
541
$374K 0.01%
6,652
+252
542
$373K 0.01%
+38,675
543
$372K 0.01%
11,750
+100
544
$367K 0.01%
5,388
-54,610
545
$362K 0.01%
+93,860
546
$361K 0.01%
11,362
+634
547
$354K 0.01%
5,684
+105
548
$354K 0.01%
12,412
+87
549
$348K 0.01%
25,436
+174
550
$347K 0.01%
26,502