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
2226
$0 ﹤0.01%
6,194
2227
-6,000
2228
-25,700
2229
$0 ﹤0.01%
5,589
2230
$0 ﹤0.01%
2,652
2231
$0 ﹤0.01%
1,259
2232
-1,000
2233
$0 ﹤0.01%
+1,550
2234
$0 ﹤0.01%
667
2235
-35,000
2236
$0 ﹤0.01%
1,600
2237
-168
2238
$0 ﹤0.01%
36
2239
$0 ﹤0.01%
2,250
2240
$0 ﹤0.01%
6,450
2241
-12,900
2242
-29,069
2243
$0 ﹤0.01%
100
2244
$0 ﹤0.01%
4,098
2245
-20,000
2246
$0 ﹤0.01%
100
2247
-20,000
2248
$0 ﹤0.01%
3,350
2249
$0 ﹤0.01%
4,000
2250
$0 ﹤0.01%
2,500