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
1001
$30K ﹤0.01%
+1,000
1002
$29K ﹤0.01%
900
-19,170
1003
$29K ﹤0.01%
+1,720
1004
$29K ﹤0.01%
+352
1005
$29K ﹤0.01%
+1,075
1006
$29K ﹤0.01%
+1,290
1007
$29K ﹤0.01%
+313
1008
$29K ﹤0.01%
+556
1009
$28K ﹤0.01%
+102
1010
$28K ﹤0.01%
+397
1011
$28K ﹤0.01%
+605
1012
$28K ﹤0.01%
+443
1013
$28K ﹤0.01%
+2,380
1014
$27K ﹤0.01%
+167
1015
$27K ﹤0.01%
+375
1016
$27K ﹤0.01%
+498
1017
$27K ﹤0.01%
+1,650
1018
$27K ﹤0.01%
+1,616
1019
$27K ﹤0.01%
+1,508
1020
$27K ﹤0.01%
+187
1021
$27K ﹤0.01%
+1,600
1022
$26K ﹤0.01%
+186
1023
$26K ﹤0.01%
+2,000
1024
$26K ﹤0.01%
+361
1025
$26K ﹤0.01%
+235