AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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 10.91%
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%
2,500
2202
$0 ﹤0.01%
3,000
2203
$0 ﹤0.01%
200
2204
$0 ﹤0.01%
2,000
2205
$0 ﹤0.01%
1,104
2206
$0 ﹤0.01%
900
2207
$0 ﹤0.01%
1,673
2208
-529
2209
$0 ﹤0.01%
2,500
2210
-12,000
2211
-10,000
2212
-12,000
2213
$0 ﹤0.01%
1,300
2214
$0 ﹤0.01%
6,500
2215
-15,951
2216
$0 ﹤0.01%
4,563
2217
$0 ﹤0.01%
666
2218
-10,000
2219
-10
2220
-10,000
2221
$0 ﹤0.01%
2,500
2222
$0 ﹤0.01%
9,950
2223
-10,100
2224
$0 ﹤0.01%
5,050
2225
-21,700