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
1051
$46K ﹤0.01%
4,640
-860
1052
$45K ﹤0.01%
1,318
+200
1053
$45K ﹤0.01%
625
-82
1054
$45K ﹤0.01%
2,834
1055
$45K ﹤0.01%
3,800
-666
1056
$45K ﹤0.01%
4,500
1057
$44K ﹤0.01%
280
1058
$44K ﹤0.01%
3,935
1059
$44K ﹤0.01%
297
-179
1060
$44K ﹤0.01%
270
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1061
$43K ﹤0.01%
1,500
1062
$43K ﹤0.01%
1,065
1063
$43K ﹤0.01%
8,400
-400
1064
$43K ﹤0.01%
850
1065
$43K ﹤0.01%
4,400
1066
$42K ﹤0.01%
1,175
1067
$42K ﹤0.01%
253
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$42K ﹤0.01%
712
1069
$42K ﹤0.01%
600
1070
$42K ﹤0.01%
750
-12
1071
$42K ﹤0.01%
435
-89
1072
$42K ﹤0.01%
602
1073
$42K ﹤0.01%
1,000
1074
$41K ﹤0.01%
915
1075
$41K ﹤0.01%
630