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
901
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7,396
902
$80K ﹤0.01%
1,458
-438
903
$80K ﹤0.01%
+4,871
904
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905
$80K ﹤0.01%
3,825
906
$79K ﹤0.01%
8,000
907
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8,000
908
$78K ﹤0.01%
376
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$78K ﹤0.01%
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912
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7,617
-10,000
915
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600
920
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3,912
921
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3,660
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957
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923
$73K ﹤0.01%
1,311
924
$73K ﹤0.01%
12,740
925
$72K ﹤0.01%
1,636
-110