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
201
$2.46M 0.08%
248,861
202
$2.46M 0.08%
34,147
+1,346
203
$2.44M 0.08%
386,238
+1,990
204
$2.42M 0.07%
104,579
+62,839
205
$2.42M 0.07%
83,134
+46,484
206
$2.4M 0.07%
23,465
-3
207
$2.39M 0.07%
10,744
+288
208
$2.38M 0.07%
59,112
+4,938
209
$2.34M 0.07%
92,380
-18,350
210
$2.32M 0.07%
308,140
+307,840
211
$2.32M 0.07%
19,991
+4
212
$2.32M 0.07%
57,407
+381
213
$2.3M 0.07%
49,983
214
$2.3M 0.07%
68,438
-17,980
215
$2.27M 0.07%
40,602
+940
216
$2.26M 0.07%
39,360
+4,926
217
$2.21M 0.07%
30,728
+588
218
$2.16M 0.07%
7,852
+1,155
219
$2.12M 0.07%
135,456
+3,028
220
$2.1M 0.07%
15,452
+69
221
$2.07M 0.06%
12,098
-300
222
$2.07M 0.06%
41,162
-1,679
223
$2.07M 0.06%
24,249
224
$2.05M 0.06%
16,899
-2,045
225
$2.04M 0.06%
207,500