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
151
$3.92M 0.12%
397,732
+62,030
152
$3.92M 0.12%
2,386
+385
153
$3.85M 0.12%
49,037
-1,035
154
$3.84M 0.12%
57,238
-631
155
$3.81M 0.12%
143,002
+15
156
$3.8M 0.12%
184,486
157
$3.71M 0.11%
228,236
-135,459
158
$3.61M 0.11%
28,339
-526
159
$3.6M 0.11%
17,120
-67
160
$3.58M 0.11%
41,567
-1,571
161
$3.58M 0.11%
17,387
-12,459
162
$3.57M 0.11%
44,273
+426
163
$3.57M 0.11%
26,272
+352
164
$3.47M 0.11%
57,292
-31,608
165
$3.43M 0.11%
34,430
+28,280
166
$3.41M 0.11%
55,785
+213
167
$3.36M 0.1%
229,166
-66,602
168
$3.33M 0.1%
32,246
-429
169
$3.3M 0.1%
35,747
-15,636
170
$3.24M 0.1%
117,850
171
$3.19M 0.1%
39,267
+26,929
172
$3.18M 0.1%
46,500
-6,340
173
$3.06M 0.09%
199,378
-68,651
174
$2.98M 0.09%
233,193
-25,695
175
$2.93M 0.09%
14,332
-380