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
901
$47K ﹤0.01%
+600
902
$47K ﹤0.01%
+514
903
$47K ﹤0.01%
+5,500
904
$47K ﹤0.01%
+434
905
$47K ﹤0.01%
+284
906
$47K ﹤0.01%
+5,000
907
$46K ﹤0.01%
+880
908
$46K ﹤0.01%
+800
909
$46K ﹤0.01%
1,700
-7,500
910
$45K ﹤0.01%
+572
911
$45K ﹤0.01%
+600
912
$44K ﹤0.01%
+2,500
913
$44K ﹤0.01%
+628
914
$44K ﹤0.01%
+1,050
915
$44K ﹤0.01%
+404
916
$44K ﹤0.01%
+399
917
$44K ﹤0.01%
+2,037
918
$44K ﹤0.01%
+992
919
$44K ﹤0.01%
+9,000
920
$43K ﹤0.01%
+88
921
$43K ﹤0.01%
+1,282
922
$43K ﹤0.01%
+320
923
$43K ﹤0.01%
+848
924
$43K ﹤0.01%
+2,345
925
$43K ﹤0.01%
+1,085