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
851
$61K ﹤0.01%
+1,150
852
$61K ﹤0.01%
+738
853
$60K ﹤0.01%
+1,485
854
$60K ﹤0.01%
+1,315
855
$60K ﹤0.01%
+1,017
856
$59K ﹤0.01%
+311
857
$59K ﹤0.01%
+621
858
$59K ﹤0.01%
+229
859
$59K ﹤0.01%
+1,350
860
$58K ﹤0.01%
+2,687
861
$57K ﹤0.01%
+450
862
$57K ﹤0.01%
+1,741
863
$57K ﹤0.01%
5,200
-34,951
864
$56K ﹤0.01%
+1,378
865
$56K ﹤0.01%
+2,987
866
$56K ﹤0.01%
+361
867
$55K ﹤0.01%
+637
868
$55K ﹤0.01%
+1,529
869
$55K ﹤0.01%
+2,122
870
$54K ﹤0.01%
+2,950
871
$54K ﹤0.01%
+1,042
872
$54K ﹤0.01%
+4,254
873
$54K ﹤0.01%
+800
874
$53K ﹤0.01%
+1,142
875
$53K ﹤0.01%
+738