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
26
$27.2M 0.84%
130,787
+1,046
27
$25.6M 0.79%
95,848
+3,013
28
$25.5M 0.79%
190,858
+2,905
29
$25.3M 0.78%
200,527
+8,690
30
$25.2M 0.78%
97,789
+11,079
31
$23.9M 0.74%
1,690,746
-60,771
32
$21.8M 0.67%
94,312
+1,820
33
$20.7M 0.64%
153,397
-231
34
$20.2M 0.63%
300,082
-8,266
35
$19.4M 0.6%
1,496,975
+117,964
36
$18M 0.56%
239,225
+1,524
37
$17.5M 0.54%
154,713
+7,331
38
$16.6M 0.51%
174,902
-10,472
39
$16.1M 0.5%
29,341
+564
40
$15.9M 0.49%
463,990
-112,896
41
$15.6M 0.48%
187,621
+5,467
42
$15.3M 0.47%
159,032
+8,272
43
$14.7M 0.46%
162,012
-7,346
44
$14.7M 0.45%
513,755
+920
45
$14.6M 0.45%
237,760
-20,656
46
$14.1M 0.43%
100,282
-3,460
47
$13.8M 0.43%
171,014
+6,360
48
$13M 0.4%
83,693
-301
49
$12M 0.37%
125,063
+1,782
50
$12M 0.37%
1,356,128
-401,916