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
126
$7.17M 0.28%
+185,953
127
$7.15M 0.28%
93,464
+17,727
128
$7.07M 0.27%
214,654
+4,021
129
$6.93M 0.27%
424,302
+64,530
130
$6.7M 0.26%
63,771
+402
131
$6.67M 0.26%
62,133
-8,383
132
$6.62M 0.26%
56,691
+11,039
133
$6.56M 0.25%
162,990
-205
134
$6.54M 0.25%
562,524
+69,301
135
$6.31M 0.24%
164,250
136
$6.28M 0.24%
411,797
-4,727
137
$6.04M 0.23%
175,117
+126,617
138
$5.95M 0.23%
58,021
+15,376
139
$5.94M 0.23%
67,472
-4,783
140
$5.74M 0.22%
228,681
141
$5.71M 0.22%
94,680
-2,320
142
$5.69M 0.22%
251,595
+27,584
143
$5.67M 0.22%
71,978
+4,757
144
$5.65M 0.22%
93,606
+234
145
$5.6M 0.22%
68,058
+12,136
146
$5.55M 0.21%
75,694
-1,655
147
$5.49M 0.21%
525,421
+396,713
148
$5.43M 0.21%
117,413
+21,297
149
$5.4M 0.21%
234,169
+36,963
150
$5.33M 0.21%
533,528
+449,762