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
401
$619K 0.03%
33,000
-3,500
402
$618K 0.03%
3,713
+206
403
$617K 0.03%
281,899
+37,240
404
$603K 0.03%
5,599
-80
405
$603K 0.03%
6,520
+37
406
$601K 0.03%
73,185
-2,000
407
$596K 0.03%
+40,000
408
$587K 0.03%
21,710
+1,389
409
$585K 0.03%
139,070
-606,790
410
$583K 0.03%
+45,162
411
$580K 0.03%
18,283
+783
412
$560K 0.03%
43,550
+2,810
413
$559K 0.03%
245,000
+35,000
414
$558K 0.03%
180,017
+179,989
415
$558K 0.03%
708,630
-86,042
416
$557K 0.03%
13,235
-1,581
417
$549K 0.03%
3,304
+7
418
$547K 0.03%
70,924
+1,774
419
$546K 0.03%
10,485
+650
420
$546K 0.03%
39,000
+15,830
421
$545K 0.03%
75,000
+40,500
422
$544K 0.03%
5,932
-1,175
423
$542K 0.03%
58,670
+9,240
424
$541K 0.03%
186,079
-25,489
425
$540K 0.03%
69,467
-34,465
15 16
17
18 19