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
1576
$4K ﹤0.01%
106
-113
1577
$4K ﹤0.01%
35
1578
$4K ﹤0.01%
30,400
1579
$4K ﹤0.01%
215
1580
$4K ﹤0.01%
15,000
1581
$4K ﹤0.01%
57,107
1582
$4K ﹤0.01%
10,749
1583
$4K ﹤0.01%
+11,850
1584
$4K ﹤0.01%
1,000
1585
$4K ﹤0.01%
6,200
1586
$4K ﹤0.01%
11,632
1587
$3K ﹤0.01%
66
1588
$3K ﹤0.01%
55
1589
$3K ﹤0.01%
160
1590
$3K ﹤0.01%
634
1591
$3K ﹤0.01%
80
1592
$3K ﹤0.01%
125
1593
$3K ﹤0.01%
200
1594
$3K ﹤0.01%
116
-2
1595
$3K ﹤0.01%
55
1596
$3K ﹤0.01%
+98
1597
$3K ﹤0.01%
168
1598
$3K ﹤0.01%
25
1599
$3K ﹤0.01%
+764
1600
$3K ﹤0.01%
56