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
151
$5.27M 0.2%
9,146
-299
152
$5.14M 0.2%
134,867
-428
153
$5.1M 0.2%
235,659
154
$5.1M 0.2%
92,494
+15,555
155
$5.08M 0.2%
33,941
+124
156
$5.04M 0.19%
74,409
+7,970
157
$5.04M 0.19%
116,198
+13,732
158
$4.94M 0.19%
216,235
+3,675
159
$4.92M 0.19%
293,891
+49,517
160
$4.88M 0.19%
28,966
-7,673
161
$4.8M 0.18%
60,981
+5,470
162
$4.79M 0.18%
341,317
-23,520
163
$4.77M 0.18%
23,003
+509
164
$4.77M 0.18%
202,486
+71,450
165
$4.76M 0.18%
217,214
+150,742
166
$4.7M 0.18%
+230,329
167
$4.65M 0.18%
218,735
+202,585
168
$4.61M 0.18%
58,925
-16,931
169
$4.58M 0.18%
514,538
+59,063
170
$4.5M 0.17%
804,250
171
$4.36M 0.17%
86,898
-110,132
172
$4.36M 0.17%
51,934
+8,500
173
$4.35M 0.17%
2,193
+14
174
$4.28M 0.17%
+153,409
175
$4.27M 0.16%
26,247
-2,530