AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 11.01%
4 Financials 10.64%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$183K 0.01%
14,009
-100
702
$181K 0.01%
14,625
703
$180K 0.01%
923
+335
704
$179K 0.01%
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705
$179K 0.01%
1,430
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2,100
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707
$178K 0.01%
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708
$177K 0.01%
3,000
709
$177K 0.01%
18,002
710
$176K 0.01%
13,450
+131
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1,936
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6,900
-3,524
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$176K 0.01%
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714
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716
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15,000
717
$173K 0.01%
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719
$170K 0.01%
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720
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30,784
721
$170K 0.01%
17,278
722
$169K 0.01%
17,211
723
$168K 0.01%
1,385
+31
724
$167K 0.01%
1,492
725
$167K 0.01%
4,686
+307