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
301
$1.01M 0.05%
30,890
-1,620
302
$991K 0.05%
+9,324
303
$983K 0.05%
33,799
-1,474
304
$982K 0.05%
21,481
+6,973
305
$977K 0.05%
255,169
+13,161
306
$968K 0.04%
14,592
-250
307
$962K 0.04%
109,442
308
$946K 0.04%
56,065
-20,600
309
$944K 0.04%
993,600
+40,600
310
$939K 0.04%
50,960
+3,260
311
$926K 0.04%
7,549
312
$923K 0.04%
65,960
+5,790
313
$914K 0.04%
11,375
+31
314
$913K 0.04%
102,100
+49,410
315
$912K 0.04%
283,964
+15,712
316
$907K 0.04%
5,493
317
$901K 0.04%
76,304
+1,379
318
$894K 0.04%
49,640
+1,000
319
$890K 0.04%
30,986
-8,435
320
$887K 0.04%
42,631
321
$885K 0.04%
44,500
+11,000
322
$876K 0.04%
10,971
+141
323
$873K 0.04%
+58,670
324
$871K 0.04%
51,530
-123,560
325
$865K 0.04%
85,914
-552
11 12
13
14 15