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
376
$684K 0.03%
10,863
-1,112
377
$681K 0.03%
64,780
+2,460
378
$680K 0.03%
13,986
+16
379
$679K 0.03%
+4,000
380
$677K 0.03%
34,730
381
$676K 0.03%
+30,980
382
$669K 0.03%
63,639
383
$667K 0.03%
69,067
-15,363
384
$666K 0.03%
+18,220
385
$665K 0.03%
8,380
+470
386
$664K 0.03%
7,437
+59
387
$661K 0.03%
12,200
-50
388
$658K 0.03%
32,045
+125
389
$656K 0.03%
+64,700
390
$651K 0.03%
74,950
-19,823
391
$647K 0.03%
70,291
-2,731
392
$646K 0.03%
24,698
-5,650
393
$645K 0.03%
168,359
-49,804
394
$643K 0.03%
17,407
-17,879
395
$635K 0.03%
4,760
-10
396
$628K 0.03%
40,539
-182,265
397
$627K 0.03%
+72,959
398
$622K 0.03%
77,700
-8,354
399
$620K 0.03%
238,641
+86,813
400
$620K 0.03%
+6,500
14 15
16
17 18