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
726
$114K ﹤0.01%
+1,001
727
$114K ﹤0.01%
+6,850
728
$113K ﹤0.01%
13,312
-1,907
729
$112K ﹤0.01%
15,864
730
$112K ﹤0.01%
+2,368
731
$111K ﹤0.01%
3,285
-2,820
732
$111K ﹤0.01%
+2,451
733
$111K ﹤0.01%
+1,125
734
$110K ﹤0.01%
+1,317
735
$109K ﹤0.01%
+1,650
736
$108K ﹤0.01%
+1,534
737
$107K ﹤0.01%
+2,462
738
$107K ﹤0.01%
+684
739
$106K ﹤0.01%
+992
740
$106K ﹤0.01%
+510
741
$106K ﹤0.01%
+3,310
742
$105K ﹤0.01%
+3,497
743
$105K ﹤0.01%
+1,600
744
$105K ﹤0.01%
+3,910
745
$104K ﹤0.01%
+814
746
$103K ﹤0.01%
+4,838
747
$103K ﹤0.01%
+2,312
748
$101K ﹤0.01%
+3,100
749
$101K ﹤0.01%
+1,027
750
$101K ﹤0.01%
+4,000