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
1951
– –
-1,000
1952
– –
-3,522
1953
– –
-8,150
1954
– –
-1,550
1955
– –
-2,000
1956
– –
-1,000
1957
– –
-1,439
1958
– –
-6
1959
– –
-3,200
1960
$0 ﹤0.01%
80
-2,126
1961
$0 ﹤0.01%
2,500
1962
– –
-16
1963
– –
-25,813
1964
$0 ﹤0.01%
1,000,000
1965
$0 ﹤0.01%
500
1966
– –
-506
1967
$0 ﹤0.01%
35,100
1968
$0 ﹤0.01%
5,450
1969
$0 ﹤0.01%
2,544,675
1970
$0 ﹤0.01%
1,248,000
1971
$0 ﹤0.01%
640
1972
– –
-230
1973
$0 ﹤0.01%
4,948
1974
$0 ﹤0.01%
50,000
1975
$0 ﹤0.01%
250
77 78
79
80 81