AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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 10.91%
4 Financials 10.64%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-1,000
2002
$0 ﹤0.01%
+1,550
2003
$0 ﹤0.01%
667
2004
– –
-35,000
2005
$0 ﹤0.01%
1,600
2006
– –
-168
2007
$0 ﹤0.01%
36
2008
$0 ﹤0.01%
2,250
2009
$0 ﹤0.01%
6,450
2010
– –
-12,900
2011
– –
-29,069
2012
$0 ﹤0.01%
100
2013
$0 ﹤0.01%
4,098
2014
$0 ﹤0.01%
4,300
2015
– –
-4,108
2016
$0 ﹤0.01%
66
2017
$0 ﹤0.01%
5,200
2018
– –
-10,000
2019
$0 ﹤0.01%
132
2020
– –
0
2021
$0 ﹤0.01%
1,000
2022
– –
-12,734
2023
$0 ﹤0.01%
1,600
2024
– –
-5,400
2025
$0 ﹤0.01%
2,700
79 80
81
82 83