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
701
$135K 0.01%
+15,000
702
$134K 0.01%
+3,500
703
$133K 0.01%
+1,600
704
$131K 0.01%
2,600
-7,700
705
$130K 0.01%
+3,000
706
$130K 0.01%
17,105
707
$130K 0.01%
+4,551
708
$129K 0.01%
+4,467
709
$129K 0.01%
+2,924
710
$127K ﹤0.01%
14,000
711
$127K ﹤0.01%
+4,000
712
$126K ﹤0.01%
9,760
-12,250
713
$125K ﹤0.01%
13,096
+53
714
$125K ﹤0.01%
+1,645
715
$124K ﹤0.01%
+4,000
716
$124K ﹤0.01%
+3,294
717
$122K ﹤0.01%
+2,600
718
$121K ﹤0.01%
+4,071
719
$121K ﹤0.01%
+1,949
720
$118K ﹤0.01%
+400
721
$116K ﹤0.01%
+2,369
722
$115K ﹤0.01%
10,000
723
$115K ﹤0.01%
+826
724
$115K ﹤0.01%
+2,432
725
$114K ﹤0.01%
+1,409