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
501
$342K 0.02%
1,567
+563
502
$342K 0.02%
35,990
-690
503
$342K 0.02%
41,511
-13,623
504
$336K 0.02%
33,135
+33,000
505
$335K 0.02%
76,554
-22,446
506
$332K 0.02%
15,000
-5,500
507
$330K 0.02%
9,685
+43
508
$327K 0.02%
49,640
+20,920
509
$326K 0.02%
2,049
510
$325K 0.02%
4,780
511
$324K 0.02%
34,276
-10,570
512
$324K 0.02%
14,507
-1,413
513
$323K 0.01%
3,852
514
$322K 0.01%
+40,000
515
$318K 0.01%
+8,460
516
$317K 0.01%
4,341
-898
517
$317K 0.01%
91,519
+33,360
518
$315K 0.01%
6,660
-320
519
$314K 0.01%
19,178
-376
520
$313K 0.01%
2,199
521
$311K 0.01%
+26,047
522
$310K 0.01%
12,834
-12,984
523
$309K 0.01%
1,344
+177
524
$306K 0.01%
20,421
+33
525
$304K 0.01%
3,000
19 20
21
22 23