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
801
$79K ﹤0.01%
+3,900
802
$78K ﹤0.01%
+5,575
803
$78K ﹤0.01%
+154
804
$76K ﹤0.01%
+2,575
805
$76K ﹤0.01%
+4,290
806
$75K ﹤0.01%
+856
807
$75K ﹤0.01%
+800
808
$75K ﹤0.01%
+2,000
809
$75K ﹤0.01%
+1,128
810
$74K ﹤0.01%
+3,348
811
$74K ﹤0.01%
+4,706
812
$74K ﹤0.01%
+1,063
813
$73K ﹤0.01%
+834
814
$73K ﹤0.01%
+5,550
815
$73K ﹤0.01%
+1,212
816
$73K ﹤0.01%
+1,000
817
$72K ﹤0.01%
+1,680
818
$72K ﹤0.01%
+3,044
819
$72K ﹤0.01%
+1,541
820
$72K ﹤0.01%
+5,041
821
$72K ﹤0.01%
+1,177
822
$72K ﹤0.01%
+386
823
$71K ﹤0.01%
+1,300
824
$71K ﹤0.01%
+200
825
$71K ﹤0.01%
+1,000