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
2076
$0 ﹤0.01%
66
2077
-70,192
2078
$0 ﹤0.01%
3,079
2079
-10,403
2080
$0 ﹤0.01%
50
2081
-144
2082
$0 ﹤0.01%
5,400
2083
$0 ﹤0.01%
1,194
2084
-25,706
2085
$0 ﹤0.01%
5,141
2086
$0 ﹤0.01%
300
2087
$0 ﹤0.01%
500
2088
$0 ﹤0.01%
250
2089
$0 ﹤0.01%
32
2090
-155,397
2091
$0 ﹤0.01%
1,550
2092
-3,100
2093
$0 ﹤0.01%
10,754
2094
$0 ﹤0.01%
100
2095
$0 ﹤0.01%
200
2096
-13,003
2097
$0 ﹤0.01%
1,600
2098
-15,000
2099
-19,500
2100
$0 ﹤0.01%
6,666