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
1176
$12K ﹤0.01%
+251
1177
$12K ﹤0.01%
+525
1178
$11K ﹤0.01%
+765
1179
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+129
1180
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+623
1181
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+248
1182
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+114
1183
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+400
1184
$11K ﹤0.01%
+575
1185
$11K ﹤0.01%
+812
1186
$11K ﹤0.01%
+769
1187
$11K ﹤0.01%
+283
1188
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+223
1189
$11K ﹤0.01%
+570
1190
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+375
1191
$11K ﹤0.01%
+500
1192
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+340
1193
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+48
1194
$10K ﹤0.01%
+167
1195
$10K ﹤0.01%
+500
1196
$10K ﹤0.01%
+168
1197
$10K ﹤0.01%
+300
1198
$10K ﹤0.01%
+36
1199
$10K ﹤0.01%
+500
1200
$9K ﹤0.01%
+300