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
101
$8.85M 0.34%
62,477
+13,351
102
$8.73M 0.34%
77,987
+7,905
103
$8.58M 0.33%
210,204
+26,053
104
$8.53M 0.33%
260,374
-15,870
105
$8.46M 0.33%
176,749
+145,529
106
$8.45M 0.33%
100,238
107
$8.41M 0.32%
248,385
-103,611
108
$8.29M 0.32%
37,250
-398
109
$8.27M 0.32%
612,518
+517,999
110
$8.27M 0.32%
67,609
+18,324
111
$8.26M 0.32%
130,361
+9,144
112
$8.24M 0.32%
49,266
+7,479
113
$8.05M 0.31%
154,978
-2,720
114
$8.03M 0.31%
279,635
+19,375
115
$7.96M 0.31%
183,689
+11,215
116
$7.92M 0.31%
394,383
+41,517
117
$7.89M 0.3%
553,719
+56,698
118
$7.78M 0.3%
465,810
+61,872
119
$7.67M 0.3%
16,280
+3,102
120
$7.46M 0.29%
369,569
+56,281
121
$7.34M 0.28%
373,620
+33,827
122
$7.33M 0.28%
451,654
+30,537
123
$7.32M 0.28%
64,871
-165
124
$7.27M 0.28%
1,448,995
+976
125
$7.22M 0.28%
76,621
+9,234