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
1076
$20K ﹤0.01%
523
-27,760
1077
$20K ﹤0.01%
7,139
-107,789
1078
$19K ﹤0.01%
+600
1079
$19K ﹤0.01%
+1,030
1080
$19K ﹤0.01%
+357
1081
$19K ﹤0.01%
+187
1082
$19K ﹤0.01%
+88
1083
$19K ﹤0.01%
+646
1084
$19K ﹤0.01%
+865
1085
$19K ﹤0.01%
+155
1086
$19K ﹤0.01%
+383
1087
$19K ﹤0.01%
+370
1088
$18K ﹤0.01%
+200
1089
$18K ﹤0.01%
+1,100
1090
$18K ﹤0.01%
+664
1091
$18K ﹤0.01%
+352
1092
$18K ﹤0.01%
+486
1093
$18K ﹤0.01%
+534
1094
$18K ﹤0.01%
+729
1095
$18K ﹤0.01%
+219
1096
$18K ﹤0.01%
+222
1097
$18K ﹤0.01%
+249
1098
$17K ﹤0.01%
+199
1099
$17K ﹤0.01%
+1,266
1100
$17K ﹤0.01%
+400