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
476
$418K 0.02%
145,096
+6,329
477
$407K 0.02%
8,415
-1,428
478
$406K 0.02%
35,086
-1,391
479
$404K 0.02%
16,575
-2,991
480
$402K 0.02%
20,100
481
$398K 0.02%
21,137
482
$395K 0.02%
7,406
+481
483
$387K 0.02%
46,699
-77,359
484
$383K 0.02%
3,461
+1,474
485
$382K 0.02%
+11,346
486
$382K 0.02%
4,102
+1
487
$378K 0.02%
6,430
488
$378K 0.02%
+15,501
489
$376K 0.02%
54,952
+8,334
490
$368K 0.02%
+32,880
491
$364K 0.02%
20,500
+500
492
$362K 0.02%
9,645
493
$361K 0.02%
3,524
-198
494
$358K 0.02%
55,717
+9,499
495
$358K 0.02%
+10,979
496
$356K 0.02%
+15,840
497
$355K 0.02%
20,258
-2,033
498
$348K 0.02%
25,795
-17,682
499
$345K 0.02%
7,062
-12,500
500
$343K 0.02%
28,977
+308
18 19
20
21 22