AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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 10.91%
4 Financials 10.64%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
$0 ﹤0.01%
1,750
2102
$0 ﹤0.01%
66
2103
– –
-70,192
2104
$0 ﹤0.01%
3,079
2105
– –
-10,403
2106
$0 ﹤0.01%
50
2107
– –
-144
2108
$0 ﹤0.01%
5,400
2109
$0 ﹤0.01%
1,194
2110
$0 ﹤0.01%
1,000
2111
$0 ﹤0.01%
5,000
2112
$0 ﹤0.01%
2,332
2113
$0 ﹤0.01%
2,000
2114
– –
-25,706
2115
$0 ﹤0.01%
5,141
2116
$0 ﹤0.01%
300
2117
$0 ﹤0.01%
500
2118
$0 ﹤0.01%
250
2119
$0 ﹤0.01%
32
2120
– –
-155,397
2121
$0 ﹤0.01%
1,550
2122
– –
-3,100
2123
$0 ﹤0.01%
10,754
2124
$0 ﹤0.01%
100
2125
$0 ﹤0.01%
200
83 84
85
86 87