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
751
$101K ﹤0.01%
+3,211
752
$101K ﹤0.01%
2,980
753
$100K ﹤0.01%
+1,069
754
$100K ﹤0.01%
+1,100
755
$100K ﹤0.01%
+12,000
756
$99K ﹤0.01%
+1,197
757
$98K ﹤0.01%
+2,879
758
$98K ﹤0.01%
+429
759
$97K ﹤0.01%
+8,815
760
$97K ﹤0.01%
+1,890
761
$96K ﹤0.01%
+3,120
762
$96K ﹤0.01%
+1,617
763
$95K ﹤0.01%
+3,045
764
$95K ﹤0.01%
+4,024
765
$95K ﹤0.01%
+2,102
766
$95K ﹤0.01%
+472
767
$95K ﹤0.01%
+1,961
768
$93K ﹤0.01%
+1,104
769
$93K ﹤0.01%
+720
770
$92K ﹤0.01%
+12,400
771
$91K ﹤0.01%
+4,760
772
$91K ﹤0.01%
+508
773
$91K ﹤0.01%
17,000
774
$90K ﹤0.01%
+1,904
775
$90K ﹤0.01%
+2,040