AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 11.23%
2 Financials 10.8%
3 Technology 10.76%
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%
+566
877
$53K ﹤0.01%
+800
878
$53K ﹤0.01%
+780
879
$53K ﹤0.01%
+4,000
880
$53K ﹤0.01%
+1,000
881
$53K ﹤0.01%
+1,142
882
$52K ﹤0.01%
+1,230
883
$52K ﹤0.01%
+410
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%
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892
$50K ﹤0.01%
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$50K ﹤0.01%
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895
$50K ﹤0.01%
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896
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897
$49K ﹤0.01%
+410
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$48K ﹤0.01%
+702
899
$48K ﹤0.01%
+1,081
900
$47K ﹤0.01%
+514