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
2051
$0 ﹤0.01%
2,500
2052
– –
-5,000
2053
$0 ﹤0.01%
1,250
2054
$0 ﹤0.01%
8,400
2055
$0 ﹤0.01%
666
2056
$0 ﹤0.01%
250
2057
$0 ﹤0.01%
1,704
2058
– –
-15,800
2059
– –
-50,072
2060
$0 ﹤0.01%
1,666
2061
$0 ﹤0.01%
1,666
2062
$0 ﹤0.01%
2,500
2063
– –
-5,000
2064
– –
0
2065
$0 ﹤0.01%
1,000
2066
$0 ﹤0.01%
2,500
2067
$0 ﹤0.01%
47
2068
– –
-3,000
2069
$0 ﹤0.01%
5,500
2070
$0 ﹤0.01%
6,700
2071
– –
-20,100
2072
– –
-18
2073
– –
-39,140
2074
$0 ﹤0.01%
1,500
2075
$0 ﹤0.01%
3,700
81 82
83
84 85