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
2076
$0 ﹤0.01%
1,000
2077
$0 ﹤0.01%
8,944
2078
$0 ﹤0.01%
1,819
2079
– –
-39,838
2080
$0 ﹤0.01%
1,200
2081
$0 ﹤0.01%
400
2082
$0 ﹤0.01%
1,750
2083
$0 ﹤0.01%
66
2084
– –
-70,192
2085
$0 ﹤0.01%
3,079
2086
– –
-10,403
2087
$0 ﹤0.01%
50
2088
– –
-144
2089
$0 ﹤0.01%
5,400
2090
$0 ﹤0.01%
1,194
2091
$0 ﹤0.01%
1,000
2092
$0 ﹤0.01%
5,000
2093
$0 ﹤0.01%
2,332
2094
$0 ﹤0.01%
2,000
2095
– –
-25,706
2096
$0 ﹤0.01%
5,141
2097
$0 ﹤0.01%
300
2098
$0 ﹤0.01%
500
2099
$0 ﹤0.01%
250
2100
$0 ﹤0.01%
32
82 83
84
85 86