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
2101
$0 ﹤0.01%
3,000
2102
$0 ﹤0.01%
3,800
2103
$0 ﹤0.01%
1,666
2104
$0 ﹤0.01%
468
2105
$0 ﹤0.01%
2,500
2106
– –
-61,340
2107
$0 ﹤0.01%
5,950
2108
$0 ﹤0.01%
350
2109
$0 ﹤0.01%
1,476
2110
$0 ﹤0.01%
4,125
2111
$0 ﹤0.01%
154
2112
$0 ﹤0.01%
3,455
2113
$0 ﹤0.01%
2,818
2114
$0 ﹤0.01%
3,466
2115
$0 ﹤0.01%
750
2116
– –
-34,090
2117
– –
-4,562
2118
– –
0
2119
$0 ﹤0.01%
20
-193
2120
– –
0
2121
$0 ﹤0.01%
67
-33
2122
– –
-196
2123
$0 ﹤0.01%
+50
2124
– –
-743
2125
– –
-73
83 84
85
86 87