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