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
1076
$41K ﹤0.01%
1,100
1077
$41K ﹤0.01%
1,600
1078
$41K ﹤0.01%
4,123
1079
$40K ﹤0.01%
4,000
1080
$40K ﹤0.01%
2,000
1081
$40K ﹤0.01%
1,303
1082
$40K ﹤0.01%
624
1083
$40K ﹤0.01%
1,400
-300
1084
$40K ﹤0.01%
700
1085
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380
1086
$40K ﹤0.01%
4,000
1087
$39K ﹤0.01%
1,091
1088
$39K ﹤0.01%
1,620
1089
$39K ﹤0.01%
175
1090
$39K ﹤0.01%
1,535
-300
1091
$39K ﹤0.01%
4,298
1092
$39K ﹤0.01%
4,000
1093
$39K ﹤0.01%
4,382
1094
$38K ﹤0.01%
1,600
-700
1095
$38K ﹤0.01%
288
1096
$38K ﹤0.01%
+1,000
1097
$38K ﹤0.01%
490
1098
$38K ﹤0.01%
1,300
1099
$38K ﹤0.01%
106
-43
1100
$38K ﹤0.01%
3,337
+246