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
2001
$0 ﹤0.01%
2,000
2002
$0 ﹤0.01%
579
2003
$0 ﹤0.01%
87
2004
$0 ﹤0.01%
3,200
2005
$0 ﹤0.01%
359
2006
– –
-11,700
2007
$0 ﹤0.01%
1,250
2008
$0 ﹤0.01%
3,198
2009
$0 ﹤0.01%
100
2010
$0 ﹤0.01%
188
2011
$0 ﹤0.01%
2,500
2012
$0 ﹤0.01%
2,500
2013
– –
-5,000
2014
– –
0
2015
$0 ﹤0.01%
1,006
2016
$0 ﹤0.01%
15,000
2017
– –
-14,600
2018
$0 ﹤0.01%
2,800
2019
$0 ﹤0.01%
1,400
2020
$0 ﹤0.01%
2,000
2021
$0 ﹤0.01%
232
2022
$0 ﹤0.01%
2,700
2023
$0 ﹤0.01%
8,600
2024
$0 ﹤0.01%
10,000
2025
$0 ﹤0.01%
1
79 80
81
82 83