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
1101
$17K ﹤0.01%
+1,339
1102
$17K ﹤0.01%
+420
1103
$17K ﹤0.01%
+1,500
1104
$17K ﹤0.01%
+235
1105
$17K ﹤0.01%
+221
1106
$16K ﹤0.01%
+138
1107
$16K ﹤0.01%
+410
1108
$16K ﹤0.01%
+460
1109
$16K ﹤0.01%
+322
1110
$16K ﹤0.01%
+1,286
1111
$16K ﹤0.01%
+361
1112
$16K ﹤0.01%
+341
1113
$16K ﹤0.01%
+533
1114
$16K ﹤0.01%
+680
1115
$16K ﹤0.01%
+400
1116
$16K ﹤0.01%
+242
1117
$16K ﹤0.01%
+500
1118
$15K ﹤0.01%
+1,870
1119
$15K ﹤0.01%
+197
1120
$15K ﹤0.01%
+370
1121
$15K ﹤0.01%
+4,911
1122
$15K ﹤0.01%
2,461,173
-2,000,000
1123
$15K ﹤0.01%
+700
1124
$15K ﹤0.01%
+100
1125
$15K ﹤0.01%
+100