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
451
$471K 0.02%
461,618
-18,456
452
$464K 0.02%
6,115
-2,719
453
$463K 0.02%
4,355
-2,712
454
$460K 0.02%
12,776
+353
455
$457K 0.02%
86,734
+16,161
456
$457K 0.02%
5,659
+750
457
$454K 0.02%
57,361
-432,837
458
$453K 0.02%
175,000
+111,500
459
$452K 0.02%
41,240
+8,387
460
$452K 0.02%
6,041
-351
461
$449K 0.02%
20,882
+1,200
462
$446K 0.02%
46,936
+1,425
463
$443K 0.02%
+103,766
464
$442K 0.02%
180,400
+158,000
465
$440K 0.02%
3,730
466
$440K 0.02%
+19,789
467
$439K 0.02%
11,354
-3,887
468
$436K 0.02%
121,186
+6,700
469
$436K 0.02%
3,574
470
$432K 0.02%
24,713
471
$430K 0.02%
43,224
+80
472
$430K 0.02%
+73,203
473
$421K 0.02%
8,034
474
$420K 0.02%
13,000
-12,000
475
$419K 0.02%
+10,000
17 18
19
20 21