AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1226
$7K ﹤0.01%
+100
1227
$7K ﹤0.01%
+300
1228
$7K ﹤0.01%
+65
1229
$7K ﹤0.01%
+80
1230
$7K ﹤0.01%
+500
1231
$7K ﹤0.01%
+1,891
1232
$7K ﹤0.01%
+100
1233
$6K ﹤0.01%
+484
1234
$6K ﹤0.01%
+111
1235
$6K ﹤0.01%
+90
1236
$6K ﹤0.01%
+250
1237
$6K ﹤0.01%
+123
1238
$6K ﹤0.01%
+110
1239
$6K ﹤0.01%
+80
1240
$6K ﹤0.01%
+100
1241
$6K ﹤0.01%
+148
1242
$6K ﹤0.01%
+286
1243
$6K ﹤0.01%
+200
1244
$6K ﹤0.01%
+225
1245
$5K ﹤0.01%
200
-20,221
1246
$5K ﹤0.01%
+127
1247
$5K ﹤0.01%
+100
1248
$5K ﹤0.01%
+125
1249
$5K ﹤0.01%
+286
1250
$5K ﹤0.01%
+660