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
351
$740K 0.03%
14,120
+3,663
352
$736K 0.03%
180,548
+17,120
353
$736K 0.03%
59,611
+33,670
354
$733K 0.03%
13,851
+220
355
$732K 0.03%
11,622
-548
356
$730K 0.03%
70,553
+14,637
357
$729K 0.03%
126,074
358
$727K 0.03%
8,702
+72
359
$724K 0.03%
138,989
+10,996
360
$723K 0.03%
+13,870
361
$723K 0.03%
+20,000
362
$720K 0.03%
+15,000
363
$719K 0.03%
42,000
364
$718K 0.03%
8,757
+2,100
365
$715K 0.03%
18,876
-3,114
366
$710K 0.03%
2,345
-85
367
$703K 0.03%
16,286
-48
368
$702K 0.03%
177,768
-2,140
369
$702K 0.03%
7,331
-221
370
$698K 0.03%
27,594
-31
371
$697K 0.03%
137,925
-4,373
372
$697K 0.03%
14,635
-2,926
373
$695K 0.03%
56,193
+16,048
374
$693K 0.03%
2,045
+336
375
$687K 0.03%
539
13 14
15
16 17