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
826
$71K ﹤0.01%
+400
827
$71K ﹤0.01%
+848
828
$71K ﹤0.01%
+678
829
$70K ﹤0.01%
+1,312
830
$70K ﹤0.01%
+2,250
831
$70K ﹤0.01%
+950
832
$69K ﹤0.01%
+917
833
$68K ﹤0.01%
+631
834
$67K ﹤0.01%
+1,796
835
$67K ﹤0.01%
+700
836
$67K ﹤0.01%
+1,854
837
$67K ﹤0.01%
6,293
-445,629
838
$66K ﹤0.01%
25,745
-44,534
839
$65K ﹤0.01%
+1,220
840
$65K ﹤0.01%
+2,590
841
$65K ﹤0.01%
4,385
-10,458
842
$65K ﹤0.01%
+683
843
$64K ﹤0.01%
+742
844
$64K ﹤0.01%
+1,821
845
$64K ﹤0.01%
+300
846
$62K ﹤0.01%
+557
847
$62K ﹤0.01%
+1,050
848
$62K ﹤0.01%
+950
849
$61K ﹤0.01%
+1,366
850
$61K ﹤0.01%
+1,272