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
$2.13B
AUM Growth
-$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$9.08M
3
+$7.81M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.84M
5
DTE icon
DTE Energy
DTE
+$6.45M

Top Sells

1
+$34.7M
2
+$8.13M
3
+$7.5M
4
URBN icon
Urban Outfitters
URBN
+$5.28M
5
CBF
Capital Bank Financial Corp. Class A Common Stock
CBF
+$4.64M

Sector Composition

1 Technology 13.57%
2 Financials 10.33%
3 Healthcare 9.65%
4 Industrials 8.7%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.83M 0.08%
+673
227
$1.82M 0.08%
39,763
+9,551
228
$1.75M 0.08%
35,000
+3,500
229
$1.74M 0.08%
34,463
+6,900
230
$1.73M 0.08%
32,306
+10,389
231
$1.73M 0.08%
5,393
+908
232
$1.71M 0.08%
+8,997
233
$1.71M 0.08%
13,205
+3,312
234
$1.71M 0.08%
35,822
-2,574
235
$1.69M 0.08%
36,052
-25,036
236
$1.68M 0.08%
16,960
-27
237
$1.68M 0.08%
11,480
-535
238
$1.68M 0.08%
97,438
-101,197
239
$1.68M 0.08%
23,201
-987
240
$1.62M 0.07%
23,922
+3,892
241
$1.61M 0.07%
34,569
-4,887
242
$1.58M 0.07%
39,016
+816
243
$1.57M 0.07%
23,529
-694
244
$1.57M 0.07%
66,660
+19,728
245
$1.56M 0.07%
118,626
+15,000
246
$1.53M 0.07%
4,841
-1,193
247
$1.53M 0.07%
11,958
248
$1.52M 0.07%
107,669
-34,656
249
$1.52M 0.07%
49,405
-6,592
250
$1.51M 0.07%
192,776
+9,500
8 9
10
11 12