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
2026
$0 ﹤0.01%
1,350
2027
$0 ﹤0.01%
1,225
2028
$0 ﹤0.01%
266
2029
$0 ﹤0.01%
2,000
2030
$0 ﹤0.01%
250
2031
$0 ﹤0.01%
1,775
2032
$0 ﹤0.01%
100
2033
$0 ﹤0.01%
5,000
2034
$0 ﹤0.01%
3,750
2035
$0 ﹤0.01%
7,718
2036
– –
-15,200
2037
– –
-5,000
2038
$0 ﹤0.01%
300
2039
$0 ﹤0.01%
335
2040
$0 ﹤0.01%
1,050
2041
$0 ﹤0.01%
332
2042
$0 ﹤0.01%
1,832
2043
$0 ﹤0.01%
2,500
2044
– –
-5,000
2045
$0 ﹤0.01%
1,250
2046
$0 ﹤0.01%
8,400
2047
$0 ﹤0.01%
666
2048
– –
-26,289
2049
$0 ﹤0.01%
250
2050
$0 ﹤0.01%
1,704
80 81
82
83 84