AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.17B
AUM Growth
-$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,562
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$28M
3
+$11.3M
4
KSS icon
Kohl's
KSS
+$10.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.32M

Top Sells

1
+$62.6M
2
+$49M
3
+$18.1M
4
HIL
Hill International, Inc. Common Stock
HIL
+$12.3M
5
SPTN
SpartanNash
SPTN
+$10.9M

Sector Composition

1 Industrials 16.8%
2 Consumer Discretionary 11.89%
3 Technology 10.91%
4 Financials 10.64%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$718K 0.02%
41,653
402
$715K 0.02%
72,699
403
$714K 0.02%
196,123
+67,781
404
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405
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20,270
-61,045
406
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23,538
407
$700K 0.02%
156,175
408
$697K 0.02%
65,601
409
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16,068
-225
410
$691K 0.02%
26,360
-1,745
411
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24,860
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412
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62,004
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413
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124,955
414
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415
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7,970
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416
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44,015
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417
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418
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419
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9,899
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420
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30,199
-11,057
421
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42,435
+14,669
422
$665K 0.02%
1,312
-35
423
$656K 0.02%
407,160
424
$649K 0.02%
2,213
+69
425
$644K 0.02%
36,823
-9,760
15 16
17
18 19