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
2151
– –
-118
2152
– –
-68
2153
$0 ﹤0.01%
+8
2154
– –
-5,000
2155
– –
-40
2156
– –
-71,965
2157
– –
-450
2158
$0 ﹤0.01%
2
2159
$0 ﹤0.01%
3,175
2160
– –
0
2161
– –
-9,316
2162
$0 ﹤0.01%
6
2163
$0 ﹤0.01%
4
2164
– –
-300
2165
– –
-5
2166
$0 ﹤0.01%
5,050
2167
$0 ﹤0.01%
2,500
2168
– –
-12,410
2169
$0 ﹤0.01%
5,050
2170
– –
-10,100
2171
$0 ﹤0.01%
2,950
2172
$0 ﹤0.01%
7,500
2173
– –
-100
2174
$0 ﹤0.01%
5,382
2175
$0 ﹤0.01%
2,200
85 86
87
88 89