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
1301
$16K ﹤0.01%
1,660
1302
$15K ﹤0.01%
209
1303
$15K ﹤0.01%
826
+294
1304
$15K ﹤0.01%
766
-6,063
1305
$15K ﹤0.01%
400
1306
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337
1307
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89
1308
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400
1309
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267
1310
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500
1311
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500
1312
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96
1313
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+117
1314
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200
-400
1315
$15K ﹤0.01%
3,030
1316
$15K ﹤0.01%
1,492
1317
$15K ﹤0.01%
600
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260
1319
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128
1320
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400
1321
$14K ﹤0.01%
600
1322
$14K ﹤0.01%
325
1323
$13K ﹤0.01%
4,000
1324
$13K ﹤0.01%
107
1325
$13K ﹤0.01%
110