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
651
$195K 0.01%
5,381
-13,044
652
$195K 0.01%
6,818
653
$191K 0.01%
+165
654
$191K 0.01%
13,610
655
$191K 0.01%
14,185
656
$190K 0.01%
+2,000
657
$188K 0.01%
+1,470
658
$186K 0.01%
15,000
-36,335
659
$186K 0.01%
+1,275
660
$185K 0.01%
+1,126
661
$185K 0.01%
+5,000
662
$184K 0.01%
+2,702
663
$184K 0.01%
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664
$183K 0.01%
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665
$177K 0.01%
25,590
666
$174K 0.01%
4,603
-2,048
667
$173K 0.01%
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668
$172K 0.01%
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$171K 0.01%
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671
$169K 0.01%
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672
$168K 0.01%
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673
$167K 0.01%
12,485
674
$166K 0.01%
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$165K 0.01%
+3,054