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
426
$535K 0.02%
10,951
+10,351
427
$533K 0.02%
10,668
428
$532K 0.02%
42,231
-3,000
429
$529K 0.02%
9,130
-2,210
430
$526K 0.02%
6,575
+143
431
$526K 0.02%
86,918
+24,973
432
$526K 0.02%
+17,379
433
$522K 0.02%
299,799
-136,491
434
$521K 0.02%
70,042
-14,150
435
$519K 0.02%
+23,200
436
$518K 0.02%
35,820
+2,310
437
$516K 0.02%
69,890
-2,250
438
$516K 0.02%
57,490
+10,000
439
$511K 0.02%
1,362
+90
440
$509K 0.02%
2,620
+338
441
$507K 0.02%
3,400
-5,630
442
$506K 0.02%
+71,380
443
$503K 0.02%
+28,000
444
$500K 0.02%
38,740
+37,540
445
$497K 0.02%
7,409
-7,918
446
$486K 0.02%
8,637
+397
447
$484K 0.02%
29,500
-4,000
448
$482K 0.02%
+46,680
449
$481K 0.02%
3,466
+1,417
450
$471K 0.02%
2,856
+504
16 17
18
19 20