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
1201
$25K ﹤0.01%
2,500
1202
$25K ﹤0.01%
1,539
1203
$25K ﹤0.01%
490
1204
$25K ﹤0.01%
100
1205
$25K ﹤0.01%
187
1206
$24K ﹤0.01%
230
1207
$24K ﹤0.01%
500
+100
1208
$24K ﹤0.01%
1,368
-75
1209
$24K ﹤0.01%
1,588
1210
$24K ﹤0.01%
3,000
1211
$24K ﹤0.01%
2,388
-10,000
1212
$23K ﹤0.01%
600
1213
$23K ﹤0.01%
3,900
1214
$23K ﹤0.01%
625
1215
$23K ﹤0.01%
500
1216
$23K ﹤0.01%
1,400
-866
1217
$23K ﹤0.01%
300
1218
$23K ﹤0.01%
220
1219
$23K ﹤0.01%
4,000
1220
$22K ﹤0.01%
1,422
1221
$22K ﹤0.01%
3,788
+83
1222
$22K ﹤0.01%
1,131
+200
1223
$22K ﹤0.01%
240
-40
1224
$22K ﹤0.01%
1,388
1225
$22K ﹤0.01%
509