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
276
$1.25M 0.06%
61,667
+15,092
277
$1.23M 0.06%
23,819
+15,854
278
$1.22M 0.06%
280,805
+55,130
279
$1.22M 0.06%
58,956
-3,364
280
$1.22M 0.06%
432
+86
281
$1.21M 0.06%
61,797
282
$1.2M 0.06%
41,842
+12,261
283
$1.2M 0.06%
21,542
+21,292
284
$1.19M 0.05%
20,234
-23,375
285
$1.19M 0.05%
11,910
+125
286
$1.18M 0.05%
20,418
+6,788
287
$1.18M 0.05%
30,881
288
$1.16M 0.05%
5,453
+21
289
$1.16M 0.05%
520,085
+239,776
290
$1.15M 0.05%
+32,442
291
$1.13M 0.05%
903,000
+34,000
292
$1.11M 0.05%
60,864
-44,280
293
$1.08M 0.05%
11,558
+1,249
294
$1.07M 0.05%
849
295
$1.07M 0.05%
67,398
+14,111
296
$1.06M 0.05%
28,420
+28,290
297
$1.05M 0.05%
16,699
+4,144
298
$1.03M 0.05%
10,319
+49
299
$1.02M 0.05%
27,840
+8,380
300
$1.02M 0.05%
24,380
+930
10 11
12
13 14