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
776
$90K ﹤0.01%
1,720
777
$89K ﹤0.01%
1,413
778
$89K ﹤0.01%
+781
779
$89K ﹤0.01%
+4,840
780
$88K ﹤0.01%
+3,225
781
$88K ﹤0.01%
+1,889
782
$88K ﹤0.01%
+668
783
$88K ﹤0.01%
+1,877
784
$87K ﹤0.01%
+1,656
785
$87K ﹤0.01%
+1,627
786
$87K ﹤0.01%
+1,600
787
$86K ﹤0.01%
+450
788
$86K ﹤0.01%
+1,290
789
$86K ﹤0.01%
1,007
-47,270
790
$86K ﹤0.01%
+1,030
791
$85K ﹤0.01%
+2,138
792
$85K ﹤0.01%
+5,150
793
$84K ﹤0.01%
+2,000
794
$84K ﹤0.01%
+376
795
$83K ﹤0.01%
+1,405
796
$83K ﹤0.01%
+1,970
797
$83K ﹤0.01%
+1,068
798
$82K ﹤0.01%
+2,000
799
$80K ﹤0.01%
+682
800
$80K ﹤0.01%
+1,708