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
876
$53K ﹤0.01%
+1,000
877
$53K ﹤0.01%
+566
878
$53K ﹤0.01%
+800
879
$53K ﹤0.01%
+780
880
$53K ﹤0.01%
+4,000
881
$53K ﹤0.01%
+1,000
882
$52K ﹤0.01%
+410
883
$52K ﹤0.01%
+1,230
884
$52K ﹤0.01%
+44
885
$52K ﹤0.01%
+606
886
$52K ﹤0.01%
+393
887
$52K ﹤0.01%
+624
888
$51K ﹤0.01%
+1,177
889
$51K ﹤0.01%
+500
890
$51K ﹤0.01%
+2,666
891
$50K ﹤0.01%
+1,750
892
$50K ﹤0.01%
+1,122
893
$50K ﹤0.01%
+562
894
$50K ﹤0.01%
+693
895
$50K ﹤0.01%
+265
896
$50K ﹤0.01%
+2,264
897
$49K ﹤0.01%
+410
898
$48K ﹤0.01%
+702
899
$48K ﹤0.01%
+1,081
900
$47K ﹤0.01%
+3,220