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
26
$17.1M 0.79%
396,154
-4,484
27
$16.9M 0.78%
163,784
+10,059
28
$16.6M 0.77%
423,248
+42,986
29
$16.1M 0.74%
570,100
-300
30
$15.6M 0.72%
214,899
+21,127
31
$15.1M 0.7%
80,666
+6,703
32
$14.7M 0.68%
618,290
+46,480
33
$14.1M 0.65%
355,983
-61,749
34
$13.9M 0.64%
422,535
+189,960
35
$13.9M 0.64%
178,828
+13,614
36
$13.8M 0.64%
83,168
+11,631
37
$13.3M 0.62%
161,038
+9,031
38
$13.3M 0.61%
51,406
+3,786
39
$13.2M 0.61%
711,225
-3,625
40
$12.8M 0.59%
78,569
+5,294
41
$12.8M 0.59%
131,160
+21,780
42
$12.7M 0.59%
140,492
+13,753
43
$12.6M 0.58%
572,134
+75,081
44
$12.5M 0.58%
164,462
+119,162
45
$12.2M 0.57%
227,714
+22,704
46
$11.9M 0.55%
269,503
+107,409
47
$11.5M 0.53%
229,791
+2,566
48
$11.2M 0.52%
25,567
+2,275
49
$11.2M 0.52%
3,182,333
+277,626
50
$10.9M 0.5%
360,856
-3,983
1
2
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