AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
101
$6.14M 0.19%
93,319
-22,180
102
$5.96M 0.18%
585,018
+44,230
103
$5.94M 0.18%
282,859
-55,810
104
$5.85M 0.18%
415,664
-17,520
105
$5.81M 0.18%
32,358
+3,919
106
$5.73M 0.18%
59,238
-2,283
107
$5.72M 0.18%
2,343,791
+468,184
108
$5.64M 0.17%
69,965
109
$5.61M 0.17%
165,542
+10,412
110
$5.59M 0.17%
45,294
+3,709
111
$5.59M 0.17%
153,771
-176
112
$5.57M 0.17%
136,052
+13,002
113
$5.37M 0.17%
427,710
+228,650
114
$5.34M 0.17%
130,198
-34,205
115
$5.33M 0.16%
218,568
-1,380
116
$5.24M 0.16%
15,409
-2,492
117
$5.2M 0.16%
222,339
-70,169
118
$5.2M 0.16%
26,678
+361
119
$5.17M 0.16%
200,722
-21,864
120
$5.17M 0.16%
318,770
+4,983
121
$5.12M 0.16%
19,141
-2,074
122
$5.11M 0.16%
359,730
-101,370
123
$5.1M 0.16%
29,829
-30,785
124
$5.08M 0.16%
88,804
-10,494
125
$5.06M 0.16%
160,370
-582