AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
2301
-3,331
2302
$0 ﹤0.01%
8
2303
-8,505
2304
$0 ﹤0.01%
16
2305
$0 ﹤0.01%
15
2306
$0 ﹤0.01%
12
-1,000
2307
-358
2308
-88
2309
-45
2310
$0 ﹤0.01%
+123
2311
-21,250
2312
-20,970
2313
-39
2314
-500
2315
-16
2316
$0 ﹤0.01%
20
2317
-209
2318
-68
2319
-135
2320
-27
2321
-66
2322
-90,210
2323
-600
2324
-2,142
2325
-2,382