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
501
$418K 0.01%
2,122
502
$418K 0.01%
2,538
+1,724
503
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41,993
504
$415K 0.01%
658,381
+14,300
505
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1,263
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506
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42,482
507
$411K 0.01%
7,335
-782
508
$410K 0.01%
137,810
509
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41,250
+6,000
510
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511
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512
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513
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514
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515
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517
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519
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40,000
520
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522
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16,145
+5,560
523
$383K 0.01%
790
524
$380K 0.01%
46,169
525
$379K 0.01%
+54,780