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
1201
$26K ﹤0.01%
2,868
-400
1202
$25K ﹤0.01%
660
1203
$25K ﹤0.01%
420
1204
$25K ﹤0.01%
2,500
1205
$25K ﹤0.01%
1,539
1206
$25K ﹤0.01%
490
1207
$25K ﹤0.01%
100
1208
$25K ﹤0.01%
187
1209
$24K ﹤0.01%
230
1210
$24K ﹤0.01%
500
+100
1211
$24K ﹤0.01%
1,368
-75
1212
$24K ﹤0.01%
1,588
1213
$24K ﹤0.01%
3,000
1214
$24K ﹤0.01%
2,388
-10,000
1215
$23K ﹤0.01%
600
1216
$23K ﹤0.01%
3,900
1217
$23K ﹤0.01%
625
1218
$23K ﹤0.01%
500
1219
$23K ﹤0.01%
1,400
-866
1220
$23K ﹤0.01%
300
1221
$23K ﹤0.01%
220
1222
$23K ﹤0.01%
4,000
1223
$22K ﹤0.01%
1,422
1224
$22K ﹤0.01%
3,788
+83
1225
$22K ﹤0.01%
1,131
+200
47 48
49
50 51