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
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$16K ﹤0.01%
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539
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1,660
1305
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826
+294
1307
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766
-6,063
1308
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400
1309
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337
1310
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1311
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1316
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200
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3,030
1319
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1,492
1320
$15K ﹤0.01%
600
1321
$14K ﹤0.01%
1,300
1322
$14K ﹤0.01%
128
1323
$14K ﹤0.01%
400
1324
$14K ﹤0.01%
600
1325
$14K ﹤0.01%
325