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
2201
$0 ﹤0.01%
4,550
2202
– –
-7,900
2203
– –
-19,800
2204
$0 ﹤0.01%
3,750
2205
$0 ﹤0.01%
13
2206
$0 ﹤0.01%
3,100
2207
– –
-6,200
2208
– –
-50,000
2209
– –
-55,794
2210
$0 ﹤0.01%
300
2211
– –
-333
2212
$0 ﹤0.01%
1,219
2213
– –
-10,000
2214
$0 ﹤0.01%
2,500
2215
$0 ﹤0.01%
18,700
2216
$0 ﹤0.01%
1,400
2217
– –
-15,806
2218
$0 ﹤0.01%
308
2219
– –
-25
2220
$0 ﹤0.01%
8,800
2221
$0 ﹤0.01%
2,500
2222
– –
-10,000
2223
$0 ﹤0.01%
5,000
2224
– –
-37,623
2225
$0 ﹤0.01%
1,332
87 88
89
90 91