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
476
$498K 0.02%
50,618
477
$497K 0.02%
35,785
+1,008
478
$494K 0.02%
115,666
+186
479
$493K 0.02%
77,684
+37,924
480
$487K 0.02%
6,889
+848
481
$481K 0.01%
17,300
482
$481K 0.01%
49,000
+2,000
483
$476K 0.01%
48,368
484
$474K 0.01%
48,246
485
$463K 0.01%
3,258
+5
486
$461K 0.01%
3,404
+439
487
$460K 0.01%
9,746
+452
488
$459K 0.01%
54,063
-11,004
489
$459K 0.01%
145,722
-135,480
490
$457K 0.01%
76,191
-61,729
491
$454K 0.01%
2,102
+68
492
$445K 0.01%
2,377
493
$439K 0.01%
112,148
494
$436K 0.01%
174,266
+76,848
495
$432K 0.01%
17,500
496
$425K 0.01%
43,040
497
$424K 0.01%
1,683
+35
498
$424K 0.01%
63,740
-93,679
499
$423K 0.01%
12,050
+100
500
$421K 0.01%
9,568
-1,100