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
1151
$13K ﹤0.01%
+500
1152
$13K ﹤0.01%
+200
1153
$13K ﹤0.01%
+300
1154
$13K ﹤0.01%
+500
1155
$13K ﹤0.01%
+265
1156
$13K ﹤0.01%
+76
1157
$13K ﹤0.01%
+313
1158
$13K ﹤0.01%
+167
1159
$13K ﹤0.01%
+171
1160
$13K ﹤0.01%
+200
1161
$12K ﹤0.01%
+500
1162
$12K ﹤0.01%
+156
1163
$12K ﹤0.01%
+925
1164
$12K ﹤0.01%
+500
1165
$12K ﹤0.01%
+262
1166
$12K ﹤0.01%
+350
1167
$12K ﹤0.01%
+140
1168
$12K ﹤0.01%
+900
1169
$12K ﹤0.01%
+150
1170
$12K ﹤0.01%
+225
1171
$12K ﹤0.01%
+1,177
1172
$12K ﹤0.01%
+150
1173
$12K ﹤0.01%
+1,000
1174
$12K ﹤0.01%
+100
1175
$12K ﹤0.01%
+700