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
1126
$15K ﹤0.01%
+267
1127
$15K ﹤0.01%
+495
1128
$15K ﹤0.01%
+238
1129
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+528
1130
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+180
1131
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+1,788
1132
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+151
1133
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+200
1134
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+706
1135
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+109
1136
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+5,180
1137
$14K ﹤0.01%
+471
1138
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+600
1139
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+870
1140
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+200
1141
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+920
1142
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+234
1143
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+375
1144
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+216
1145
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+176
1146
$13K ﹤0.01%
+125
1147
$13K ﹤0.01%
+250
1148
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+237
1149
$13K ﹤0.01%
+146
1150
$13K ﹤0.01%
+500