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
576
$309K 0.01%
8,313
577
$309K 0.01%
1,620
+42
578
$309K 0.01%
1,920
-115
579
$308K 0.01%
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581
$305K 0.01%
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$305K 0.01%
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584
$293K 0.01%
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585
$292K 0.01%
14,862
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586
0
587
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588
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590
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595
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596
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597
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598
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2,370
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$275K 0.01%
6,000
600
$274K 0.01%
3,500