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
926
$42K ﹤0.01%
+929
927
$42K ﹤0.01%
+1,718
928
$42K ﹤0.01%
+1,518
929
$41K ﹤0.01%
+577
930
$41K ﹤0.01%
+1,091
931
$41K ﹤0.01%
+864
932
$41K ﹤0.01%
+700
933
$41K ﹤0.01%
+852
934
$41K ﹤0.01%
+240
935
$41K ﹤0.01%
+8,711
936
$41K ﹤0.01%
+675
937
$41K ﹤0.01%
+1,498
938
$40K ﹤0.01%
2,500
939
$40K ﹤0.01%
+375
940
$40K ﹤0.01%
+1,145
941
$40K ﹤0.01%
+3,000
942
$40K ﹤0.01%
+466
943
$39K ﹤0.01%
+2,076
944
$39K ﹤0.01%
728
-35,186
945
$39K ﹤0.01%
+1,305
946
$38K ﹤0.01%
+3,800
947
$37K ﹤0.01%
+1,500
948
$37K ﹤0.01%
+319
949
$37K ﹤0.01%
+800
950
$37K ﹤0.01%
2,020
-30,970