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
1601
$3K ﹤0.01%
14
1602
$3K ﹤0.01%
59,722
1603
$3K ﹤0.01%
14
1604
$3K ﹤0.01%
200
1605
$3K ﹤0.01%
145
+10
1606
$3K ﹤0.01%
100
1607
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75
1608
$3K ﹤0.01%
20,000
1609
$3K ﹤0.01%
+34
1610
$3K ﹤0.01%
473
1611
$3K ﹤0.01%
10
1612
$3K ﹤0.01%
25
1613
$3K ﹤0.01%
20
1614
$3K ﹤0.01%
200
-100
1615
$3K ﹤0.01%
250
1616
$3K ﹤0.01%
8
1617
$3K ﹤0.01%
17,548
1618
$3K ﹤0.01%
49,309
1619
$3K ﹤0.01%
13,199
1620
$3K ﹤0.01%
300
1621
$3K ﹤0.01%
22,551
1622
$3K ﹤0.01%
400
1623
$3K ﹤0.01%
533
-267
1624
$3K ﹤0.01%
25,700
1625
$3K ﹤0.01%
28,150