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
901
$47K ﹤0.01%
+5,500
902
$47K ﹤0.01%
+434
903
$47K ﹤0.01%
+284
904
$47K ﹤0.01%
+5,000
905
$47K ﹤0.01%
+3,220
906
$47K ﹤0.01%
+600
907
$46K ﹤0.01%
+880
908
$46K ﹤0.01%
+1,600
909
$46K ﹤0.01%
1,700
-7,500
910
$45K ﹤0.01%
+572
911
$45K ﹤0.01%
+600
912
$44K ﹤0.01%
+404
913
$44K ﹤0.01%
+399
914
$44K ﹤0.01%
+2,037
915
$44K ﹤0.01%
+992
916
$44K ﹤0.01%
+9,000
917
$44K ﹤0.01%
+628
918
$44K ﹤0.01%
+2,500
919
$44K ﹤0.01%
+1,050
920
$43K ﹤0.01%
+1,282
921
$43K ﹤0.01%
+320
922
$43K ﹤0.01%
+88
923
$43K ﹤0.01%
+848
924
$43K ﹤0.01%
+2,345
925
$43K ﹤0.01%
+1,085