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
1701
$2K ﹤0.01%
32,000
1702
$2K ﹤0.01%
23,200
1703
$2K ﹤0.01%
4,360
1704
$2K ﹤0.01%
20,213
1705
$2K ﹤0.01%
1,608
1706
$2K ﹤0.01%
22,628
1707
$2K ﹤0.01%
14,425
1708
$2K ﹤0.01%
12,300
1709
$2K ﹤0.01%
170
1710
$2K ﹤0.01%
10,000
1711
$2K ﹤0.01%
30,525
1712
$2K ﹤0.01%
34,200
1713
$2K ﹤0.01%
5,418
1714
$2K ﹤0.01%
6,139
1715
$2K ﹤0.01%
16,773
1716
$2K ﹤0.01%
67
1717
$2K ﹤0.01%
24,976
1718
$2K ﹤0.01%
6,027
1719
$2K ﹤0.01%
+222
1720
$2K ﹤0.01%
36,652
1721
$2K ﹤0.01%
10,639
1722
$2K ﹤0.01%
30,752
1723
$2K ﹤0.01%
400
1724
$2K ﹤0.01%
15,898
1725
$2K ﹤0.01%
28,600