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
251
$1.5M 0.07%
10,953
+344
252
$1.5M 0.07%
+10,895
253
$1.5M 0.07%
33,789
-2,911
254
$1.49M 0.07%
20,153
+605
255
$1.49M 0.07%
42,528
-780
256
$1.48M 0.07%
15,402
+13,668
257
$1.46M 0.07%
6,519
-2
258
$1.45M 0.07%
78,187
+36,348
259
$1.44M 0.07%
17,615
260
$1.44M 0.07%
109,976
+107,426
261
$1.4M 0.06%
146,600
262
$1.4M 0.06%
29,791
-7,604
263
$1.36M 0.06%
29,757
-2,700
264
$1.36M 0.06%
10,224
265
$1.34M 0.06%
56,626
+3,869
266
$1.33M 0.06%
149,405
+49,110
267
$1.32M 0.06%
10,105
+500
268
$1.32M 0.06%
38,916
269
$1.29M 0.06%
+50,000
270
$1.29M 0.06%
59,332
+56,616
271
$1.28M 0.06%
4,022
+1,425
272
$1.28M 0.06%
24,848
+23,704
273
$1.26M 0.06%
11,928
-120
274
$1.26M 0.06%
115,324
-16,762
275
$1.25M 0.06%
22,004
+670
9 10
11
12 13