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
1876
$1K ﹤0.01%
7,500
1877
$1K ﹤0.01%
15,000
1878
$1K ﹤0.01%
9,632
1879
$1K ﹤0.01%
13,279
1880
$1K ﹤0.01%
10,450
1881
$1K ﹤0.01%
12,900
1882
$1K ﹤0.01%
22,576
1883
$1K ﹤0.01%
75
1884
-82
1885
$0 ﹤0.01%
825
1886
-23,000
1887
-11,439
1888
-6
1889
-25,813
1890
-17,200
1891
$0 ﹤0.01%
14,839
1892
$0 ﹤0.01%
1,500
1893
$0 ﹤0.01%
2,932
1894
$0 ﹤0.01%
66
1895
$0 ﹤0.01%
11,100
1896
$0 ﹤0.01%
4,400
1897
$0 ﹤0.01%
3,100
1898
$0 ﹤0.01%
1
1899
$0 ﹤0.01%
3,066
1900
$0 ﹤0.01%
28