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
2276
-11,850
2277
-506
2278
-26,289
2279
0
2280
$0 ﹤0.01%
6,000
2281
$0 ﹤0.01%
4,920
2282
$0 ﹤0.01%
2
2283
-15
2284
-540
2285
$0 ﹤0.01%
100
2286
-20,000
2287
-300
2288
-195
2289
-13
2290
-100
2291
-14
2292
-2,500
2293
0
2294
$0 ﹤0.01%
287
2295
0
2296
-71,073
2297
$0 ﹤0.01%
11
2298
-50
2299
-541
2300
$0 ﹤0.01%
3,450