AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
76
$10.8M 0.42%
228,820
-38,209
77
$10.8M 0.41%
465,152
+52,137
78
$10.7M 0.41%
82,659
+11,874
79
$10.7M 0.41%
199,717
+20,375
80
$10.5M 0.4%
413,975
+23,092
81
$10.4M 0.4%
122,963
+11,404
82
$10.2M 0.39%
388,858
+33,717
83
$10.2M 0.39%
384,865
-4,598
84
$10.2M 0.39%
289,581
+20,701
85
$10.2M 0.39%
77,750
86
$10.1M 0.39%
274,729
+23,200
87
$10M 0.39%
101,859
+21,762
88
$9.74M 0.38%
301,780
+42,430
89
$9.43M 0.36%
402,132
-2,731
90
$9.43M 0.36%
158,020
+6,180
91
$9.37M 0.36%
93,560
+4,840
92
$9.37M 0.36%
104,814
+35,955
93
$9.32M 0.36%
337,682
-30,638
94
$9.31M 0.36%
748,119
+523,091
95
$9.31M 0.36%
149,991
+32,267
96
$9.31M 0.36%
324,842
-86,322
97
$9.31M 0.36%
342,750
+28,929
98
$9.25M 0.36%
31,831
-2,949
99
$9.14M 0.35%
119,060
100
$8.89M 0.34%
786,454
-374,591