AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
1001
$51K ﹤0.01%
1,750
1002
$51K ﹤0.01%
1,206
1003
$51K ﹤0.01%
5,213
1004
$50K ﹤0.01%
1,500
1005
$50K ﹤0.01%
5,050
1006
$50K ﹤0.01%
1,121
+350
1007
$50K ﹤0.01%
2,500
1008
$50K ﹤0.01%
1,012
-51
1009
$50K ﹤0.01%
2,700
-37,550
1010
$50K ﹤0.01%
5,000
1011
$50K ﹤0.01%
5,000
1012
$50K ﹤0.01%
5,000
1013
$50K ﹤0.01%
5,000
1014
$50K ﹤0.01%
5,000
1015
$50K ﹤0.01%
5,000
1016
$50K ﹤0.01%
+5,000
1017
$50K ﹤0.01%
+5,000
1018
$50K ﹤0.01%
5,000
1019
$50K ﹤0.01%
5,000
1020
$50K ﹤0.01%
5,000
1021
$50K ﹤0.01%
5,045
+1,500
1022
$50K ﹤0.01%
5,000
1023
$49K ﹤0.01%
5,000
1024
$49K ﹤0.01%
1,313
1025
$49K ﹤0.01%
1,200