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
2251
$0 ﹤0.01%
2,664
2252
$0 ﹤0.01%
132
2253
0
2254
$0 ﹤0.01%
1,000
2255
-12,734
2256
-5,400
2257
$0 ﹤0.01%
1,000
2258
$0 ﹤0.01%
5,000
2259
$0 ﹤0.01%
2,332
2260
$0 ﹤0.01%
2,000
2261
$0 ﹤0.01%
2,544,675
2262
$0 ﹤0.01%
2
2263
-15
2264
-540
2265
-300
2266
-195
2267
-13
2268
-100
2269
-14
2270
-2,500
2271
0
2272
$0 ﹤0.01%
287
2273
-71,073
2274
$0 ﹤0.01%
11
2275
-50