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
751
$151K ﹤0.01%
15,200
752
$148K ﹤0.01%
2,153
-141
753
$148K ﹤0.01%
15,000
+10,000
754
$148K ﹤0.01%
15,000
755
$147K ﹤0.01%
15,000
756
$146K ﹤0.01%
14,434
757
$146K ﹤0.01%
15,100
758
$145K ﹤0.01%
14,000
759
$144K ﹤0.01%
15,989
760
$144K ﹤0.01%
25,590
761
$143K ﹤0.01%
12,227
762
$142K ﹤0.01%
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763
$141K ﹤0.01%
4,500
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764
$141K ﹤0.01%
14,306
765
$140K ﹤0.01%
4,300
766
$140K ﹤0.01%
8,754
767
$140K ﹤0.01%
933
768
$139K ﹤0.01%
14,210
769
$136K ﹤0.01%
815
770
$135K ﹤0.01%
13,782
-1,218
771
$134K ﹤0.01%
5,597
772
$134K ﹤0.01%
19,076
773
$134K ﹤0.01%
3,944
-548
774
$133K ﹤0.01%
4,769
775
$132K ﹤0.01%
5,425
+4,325