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
2026
$0 ﹤0.01%
1,250
2027
$0 ﹤0.01%
3,198
2028
$0 ﹤0.01%
100
2029
$0 ﹤0.01%
188
2030
$0 ﹤0.01%
2,500
2031
– –
-5,000
2032
– –
0
2033
$0 ﹤0.01%
15,000
2034
– –
-14,600
2035
$0 ﹤0.01%
2,800
2036
$0 ﹤0.01%
1,400
2037
$0 ﹤0.01%
2,000
2038
$0 ﹤0.01%
232
2039
$0 ﹤0.01%
2,700
2040
$0 ﹤0.01%
8,600
2041
$0 ﹤0.01%
10,000
2042
$0 ﹤0.01%
1
2043
$0 ﹤0.01%
1,350
2044
$0 ﹤0.01%
1,225
2045
$0 ﹤0.01%
266
2046
$0 ﹤0.01%
2,000
2047
$0 ﹤0.01%
250
2048
– –
-5,000
2049
$0 ﹤0.01%
300
2050
$0 ﹤0.01%
1,832
80 81
82
83 84