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
2176
$0 ﹤0.01%
200
2177
$0 ﹤0.01%
2,000
2178
$0 ﹤0.01%
52,800
2179
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400
2180
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1,104
2181
$0 ﹤0.01%
900
2182
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1,673
2183
-529
2184
$0 ﹤0.01%
2,500
2185
-12,000
2186
-10,000
2187
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2188
$0 ﹤0.01%
1,300
2189
$0 ﹤0.01%
6,500
2190
-15,951
2191
$0 ﹤0.01%
4,563
2192
$0 ﹤0.01%
666
2193
-10,000
2194
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2195
-10,000
2196
$0 ﹤0.01%
2,500
2197
$0 ﹤0.01%
9,950
2198
-10,100
2199
$0 ﹤0.01%
5,050
2200
-21,700