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
1201
$9K ﹤0.01%
+220
1202
$9K ﹤0.01%
+2,000
1203
$9K ﹤0.01%
+300
1204
$9K ﹤0.01%
+270
1205
$9K ﹤0.01%
+2,640
1206
$9K ﹤0.01%
+150
1207
$9K ﹤0.01%
+59
1208
$9K ﹤0.01%
+473
1209
$9K ﹤0.01%
+125
1210
$9K ﹤0.01%
+255
1211
$9K ﹤0.01%
+600
1212
$8K ﹤0.01%
+220
1213
$8K ﹤0.01%
+700
1214
$8K ﹤0.01%
+210
1215
$8K ﹤0.01%
+1,098
1216
$8K ﹤0.01%
+300
1217
$8K ﹤0.01%
+402
1218
$7K ﹤0.01%
+98
1219
$7K ﹤0.01%
+20
1220
$7K ﹤0.01%
+159
1221
$7K ﹤0.01%
+160
1222
$7K ﹤0.01%
+250
1223
$7K ﹤0.01%
+60
1224
$7K ﹤0.01%
+204
1225
$7K ﹤0.01%
+70