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
951
$37K ﹤0.01%
+1,057
952
$37K ﹤0.01%
+2,500
953
$37K ﹤0.01%
+1,444
954
$37K ﹤0.01%
+300
955
$37K ﹤0.01%
+446
956
$37K ﹤0.01%
254,720
+197,057
957
$37K ﹤0.01%
+2,630
958
$36K ﹤0.01%
+1,560
959
$36K ﹤0.01%
+340
960
$36K ﹤0.01%
+300
961
$36K ﹤0.01%
+700
962
$35K ﹤0.01%
+900
963
$35K ﹤0.01%
+486
964
$35K ﹤0.01%
+1,576
965
$35K ﹤0.01%
+263
966
$35K ﹤0.01%
+700
967
$35K ﹤0.01%
+3,000
968
$35K ﹤0.01%
+520
969
$35K ﹤0.01%
+700
970
$35K ﹤0.01%
+738
971
$34K ﹤0.01%
+1,500
972
$34K ﹤0.01%
+1,752
973
$34K ﹤0.01%
+1,194
974
$34K ﹤0.01%
+561
975
$34K ﹤0.01%
+1,071