AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 11.23%
2 Financials 10.8%
3 Technology 10.76%
4 Consumer Discretionary 10.33%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$22K ﹤0.01%
+300
1052
$22K ﹤0.01%
+800
1053
$22K ﹤0.01%
+407
1054
$22K ﹤0.01%
+259
1055
$22K ﹤0.01%
+821
1056
$22K ﹤0.01%
+1,766
1057
$22K ﹤0.01%
+184
1058
$21K ﹤0.01%
+274
1059
$21K ﹤0.01%
+358
1060
$21K ﹤0.01%
+558
1061
$21K ﹤0.01%
+447
1062
$21K ﹤0.01%
+657
1063
$21K ﹤0.01%
+452
1064
$21K ﹤0.01%
+255
1065
$21K ﹤0.01%
+1,275
1066
$21K ﹤0.01%
+1,150
1067
$21K ﹤0.01%
+495
1068
$21K ﹤0.01%
+753
1069
$20K ﹤0.01%
+152
1070
$20K ﹤0.01%
+100
1071
$20K ﹤0.01%
+750
1072
$20K ﹤0.01%
+400
1073
$20K ﹤0.01%
+325
1074
$20K ﹤0.01%
+500
1075
$20K ﹤0.01%
+464