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
1151
$30K ﹤0.01%
360
-480
1152
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1,100
1153
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828
1154
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3,500
1155
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1,500
+1,475
1156
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358
1157
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1,338
1158
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3,000
1159
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3,000
-10,000
1160
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3,000
1161
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3,006
1162
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3,000
1163
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3,000
1164
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360
-90
1165
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400
1166
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+2,408
1167
$29K ﹤0.01%
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1168
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1,245
1169
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170
1170
$29K ﹤0.01%
2,900
1171
$29K ﹤0.01%
3,000
1172
$28K ﹤0.01%
337
-1,418
1173
$28K ﹤0.01%
233
+14
1174
$28K ﹤0.01%
3,500
+500
1175
$28K ﹤0.01%
500