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
1526
$5K ﹤0.01%
150
-575
1527
$5K ﹤0.01%
486
1528
$5K ﹤0.01%
447
+262
1529
$5K ﹤0.01%
330
1530
$5K ﹤0.01%
642
1531
$5K ﹤0.01%
180
1532
$5K ﹤0.01%
100
1533
$5K ﹤0.01%
1,363
1534
$5K ﹤0.01%
21
1535
$5K ﹤0.01%
2,000
1536
$5K ﹤0.01%
20,000
1537
$5K ﹤0.01%
45,547
1538
$5K ﹤0.01%
23,350
1539
$5K ﹤0.01%
38,091
1540
$5K ﹤0.01%
200
1541
$4K ﹤0.01%
333
1542
$4K ﹤0.01%
1,500
1543
$4K ﹤0.01%
84
1544
$4K ﹤0.01%
500
1545
$4K ﹤0.01%
170
1546
$4K ﹤0.01%
58
1547
$4K ﹤0.01%
25
1548
$4K ﹤0.01%
144
-84
1549
$4K ﹤0.01%
30
1550
$4K ﹤0.01%
475