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
176
$4.27M 0.16%
172,929
+94,239
177
$4.22M 0.16%
62,386
+11,685
178
$4.22M 0.16%
1,517,570
+381,194
179
$4.15M 0.16%
64,457
-1,598
180
$4.01M 0.15%
520,962
-19,848
181
$4M 0.15%
279,630
-9,753
182
$3.94M 0.15%
43,050
-7,427
183
$3.86M 0.15%
37,647
+1,569
184
$3.83M 0.15%
72,851
-903
185
$3.79M 0.15%
35,874
+1,897
186
$3.74M 0.14%
281,520
-1,304
187
$3.55M 0.14%
58,312
+2,934
188
$3.53M 0.14%
37,299
+15
189
$3.52M 0.14%
+230,613
190
$3.51M 0.14%
22,168
+208
191
$3.43M 0.13%
66,543
-770
192
$3.39M 0.13%
225,470
-33,381
193
$3.35M 0.13%
368,250
-77,650
194
$3.25M 0.13%
21,650
+74
195
$3.17M 0.12%
17,557
-48
196
$3.16M 0.12%
36,195
+2,058
197
$3.1M 0.12%
+98,418
198
$3.1M 0.12%
40,028
+576
199
$3.05M 0.12%
46,388
200
$2.96M 0.11%
70,744
+13,600