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
2226
$0 ﹤0.01%
4,550
2227
-7,900
2228
-19,800
2229
$0 ﹤0.01%
3,750
2230
$0 ﹤0.01%
13
2231
$0 ﹤0.01%
3,100
2232
-6,200
2233
-50,000
2234
-55,794
2235
$0 ﹤0.01%
300
2236
-333
2237
$0 ﹤0.01%
3,350
2238
$0 ﹤0.01%
4,000
2239
$0 ﹤0.01%
2,500
2240
$0 ﹤0.01%
2,664
2241
$0 ﹤0.01%
1,219
2242
-10,000
2243
$0 ﹤0.01%
2,500
2244
$0 ﹤0.01%
18,700
2245
$0 ﹤0.01%
1,400
2246
-15,806
2247
$0 ﹤0.01%
308
2248
$0 ﹤0.01%
2,500
2249
-10,000
2250
$0 ﹤0.01%
5,000