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
201
$2.96M 0.11%
56,042
+988
202
$2.89M 0.11%
12,319
+576
203
$2.87M 0.11%
62,937
+57
204
$2.85M 0.11%
38,292
+1,525
205
$2.82M 0.11%
+101,889
206
$2.8M 0.11%
39,009
+15,494
207
$2.77M 0.11%
61,505
208
$2.72M 0.1%
158,459
-155,571
209
$2.69M 0.1%
279,198
+12,783
210
$2.67M 0.1%
23,696
+699
211
$2.66M 0.1%
78,505
-42,127
212
$2.64M 0.1%
25,970
+1,309
213
$2.62M 0.1%
46,165
+25,971
214
$2.58M 0.1%
100,446
-15,564
215
$2.57M 0.1%
15,648
+1,831
216
$2.56M 0.1%
33,230
-837
217
$2.54M 0.1%
12,431
+1,141
218
$2.54M 0.1%
45,212
219
$2.48M 0.1%
39,200
-566
220
$2.47M 0.1%
+129,692
221
$2.43M 0.09%
367,024
-3,527
222
$2.38M 0.09%
51,438
+8,941
223
$2.35M 0.09%
+110,000
224
$2.33M 0.09%
41,556
-608
225
$2.28M 0.09%
1,769
-290