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
526
$378K 0.01%
40,265
+5,000
527
$378K 0.01%
38,511
528
$374K 0.01%
4,374
-15
529
$374K 0.01%
+33,196
530
$373K 0.01%
5,310
531
$371K 0.01%
12,988
-3,877
532
$371K 0.01%
37,000
533
$370K 0.01%
154,900
534
$369K 0.01%
37,659
535
$367K 0.01%
14,173
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536
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537
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538
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52,303
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539
$363K 0.01%
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540
$361K 0.01%
5,686
+1,345
541
$361K 0.01%
+35,993
542
$361K 0.01%
36,540
543
$358K 0.01%
29,173
-99,436
544
$355K 0.01%
2,073
545
$355K 0.01%
497,000
546
$354K 0.01%
8,234
+401
547
$354K 0.01%
+21,020
548
$354K 0.01%
3,800
+800
549
$352K 0.01%
3,934
550
$347K 0.01%
919
+20
20 21
22
23 24