AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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 11.23%
2 Financials 10.8%
3 Technology 10.76%
4 Consumer Discretionary 10.33%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$4K ﹤0.01%
+32
1277
$4K ﹤0.01%
+317
1278
$4K ﹤0.01%
+1,900
1279
$4K ﹤0.01%
3,910
-35,410
1280
$3K ﹤0.01%
250
-50,000
1281
$3K ﹤0.01%
+327
1282
$3K ﹤0.01%
+113
1283
$3K ﹤0.01%
+500
1284
$3K ﹤0.01%
+121
1285
$3K ﹤0.01%
+46
1286
$3K ﹤0.01%
+60
1287
$3K ﹤0.01%
+1,224
1288
$3K ﹤0.01%
+31
1289
$3K ﹤0.01%
+202
1290
$3K ﹤0.01%
+131
1291
$3K ﹤0.01%
+182
1292
$3K ﹤0.01%
+365
1293
$3K ﹤0.01%
+277
1294
$3K ﹤0.01%
+100
1295
$3K ﹤0.01%
+140
1296
$3K ﹤0.01%
+209
1297
$3K ﹤0.01%
+201
1298
$3K ﹤0.01%
+95
1299
$2K ﹤0.01%
+75
1300
$2K ﹤0.01%
+146