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
2226
$0 ﹤0.01%
1,219
2227
-10,000
2228
$0 ﹤0.01%
2,500
2229
$0 ﹤0.01%
18,700
2230
$0 ﹤0.01%
1,400
2231
-15,806
2232
$0 ﹤0.01%
308
2233
-25
2234
$0 ﹤0.01%
8,800
2235
$0 ﹤0.01%
2,500
2236
-10,000
2237
$0 ﹤0.01%
5,000
2238
-37,623
2239
$0 ﹤0.01%
1,332
2240
$0 ﹤0.01%
6,194
2241
-6,000
2242
-25,700
2243
$0 ﹤0.01%
5,589
2244
$0 ﹤0.01%
2,652
2245
$0 ﹤0.01%
1,259
2246
-1,000
2247
$0 ﹤0.01%
+1,550
2248
$0 ﹤0.01%
667
2249
-35,000
2250
-343