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
2201
$0 ﹤0.01%
4,563
2202
$0 ﹤0.01%
666
2203
– –
-10,000
2204
– –
-10
2205
– –
-10,000
2206
$0 ﹤0.01%
2,500
2207
$0 ﹤0.01%
9,950
2208
– –
-10,100
2209
$0 ﹤0.01%
5,050
2210
– –
-21,700
2211
$0 ﹤0.01%
4,550
2212
– –
-7,900
2213
– –
-19,800
2214
$0 ﹤0.01%
3,750
2215
$0 ﹤0.01%
13
2216
$0 ﹤0.01%
3,100
2217
– –
-6,200
2218
– –
-50,000
2219
– –
-55,794
2220
$0 ﹤0.01%
300
2221
– –
-333
2222
$0 ﹤0.01%
3,350
2223
$0 ﹤0.01%
4,000
2224
$0 ﹤0.01%
2,500
2225
$0 ﹤0.01%
2,664
87 88
89
90 91