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
551
$346K 0.01%
+3,043
552
$346K 0.01%
2,068
-472
553
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554
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555
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556
$343K 0.01%
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557
$339K 0.01%
70,000
-30,000
558
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2,955
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559
$338K 0.01%
5,000
560
$337K 0.01%
24,260
561
$335K 0.01%
2,147
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562
$331K 0.01%
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563
$330K 0.01%
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564
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570
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572
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573
$313K 0.01%
411,203
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574
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14,005
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$311K 0.01%
+209,900