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
126
$5.01M 0.16%
146,955
+28,400
127
$4.99M 0.15%
32,265
-5,296
128
$4.99M 0.15%
209,657
-1,234
129
$4.98M 0.15%
478,970
-99,991
130
$4.91M 0.15%
2,543,055
-122,824
131
$4.88M 0.15%
500,330
-633,359
132
$4.86M 0.15%
127,935
+12,774
133
$4.84M 0.15%
27,225
-293
134
$4.8M 0.15%
32,348
-172
135
$4.75M 0.15%
74,705
+8,659
136
$4.7M 0.15%
106,204
+11,740
137
$4.68M 0.14%
31,552
-17,128
138
$4.68M 0.14%
101,976
-12,748
139
$4.63M 0.14%
21,813
-280
140
$4.56M 0.14%
181,406
-7,889
141
$4.56M 0.14%
155,436
+13,885
142
$4.47M 0.14%
53,021
+566
143
$4.42M 0.14%
56,077
-2,891
144
$4.39M 0.14%
100,075
+10,290
145
$4.22M 0.13%
44,800
+5,090
146
$4.21M 0.13%
78,008
-5,342
147
$4.15M 0.13%
37,190
-2,450
148
$4M 0.12%
21,322
-697
149
$3.93M 0.12%
1,068,531
150
$3.93M 0.12%
40,948