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
2176
$0 ﹤0.01%
4,366
2177
$0 ﹤0.01%
2
2178
-56,000
2179
$0 ﹤0.01%
4,800
2180
$0 ﹤0.01%
1,038
2181
$0 ﹤0.01%
+25
2182
$0 ﹤0.01%
2,000
2183
$0 ﹤0.01%
3,332
2184
$0 ﹤0.01%
2,500
2185
$0 ﹤0.01%
3,000
2186
$0 ﹤0.01%
200
2187
$0 ﹤0.01%
2,000
2188
$0 ﹤0.01%
52,800
2189
$0 ﹤0.01%
400
2190
$0 ﹤0.01%
1,104
2191
$0 ﹤0.01%
900
2192
$0 ﹤0.01%
1,673
2193
-529
2194
$0 ﹤0.01%
2,500
2195
-12,000
2196
-10,000
2197
-12,000
2198
$0 ﹤0.01%
1,300
2199
$0 ﹤0.01%
6,500
2200
-15,951