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
2276
-541
2277
$0 ﹤0.01%
3,450
2278
$0 ﹤0.01%
50
2279
$0 ﹤0.01%
3
2280
-700
2281
$0 ﹤0.01%
+5
2282
-3,331
2283
$0 ﹤0.01%
8
2284
-8,505
2285
$0 ﹤0.01%
16
2286
$0 ﹤0.01%
15
2287
$0 ﹤0.01%
12
-1,000
2288
-358
2289
-88
2290
-45
2291
$0 ﹤0.01%
+123
2292
-21,250
2293
-20,970
2294
-39
2295
-500
2296
-16
2297
$0 ﹤0.01%
20
2298
-209
2299
-68
2300
-135