AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
51
$14.3M 0.55%
121,981
+17,257
52
$14.3M 0.55%
256,665
+128,826
53
$14.3M 0.55%
1,159,103
-32,080
54
$14.2M 0.55%
167,168
+10,212
55
$14M 0.54%
1,370,357
+24,932
56
$14M 0.54%
218,546
+751
57
$14M 0.54%
381,994
+42,107
58
$13.9M 0.54%
769,331
+52,676
59
$13.8M 0.53%
213,643
-25,202
60
$13.7M 0.53%
411,280
+42,925
61
$13.6M 0.52%
121,373
+13,228
62
$13.3M 0.51%
503,500
+59,662
63
$13.1M 0.51%
151,579
+19,599
64
$13M 0.5%
76,263
+16,271
65
$12.7M 0.49%
140,325
-597
66
$12.6M 0.49%
71,527
+2,381
67
$12.5M 0.48%
60,471
+7,845
68
$12.3M 0.48%
499,830
+163,030
69
$12.3M 0.47%
153,539
+20,585
70
$12.2M 0.47%
275,310
+64,254
71
$12M 0.46%
1,142,236
+103,046
72
$11.9M 0.46%
40,629
+481
73
$11.5M 0.44%
55,885
+9,945
74
$11.1M 0.43%
29,918
+3,952
75
$11.1M 0.43%
660,604
+29,808