AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
526
$303K 0.01%
311,617
+6,714
527
$303K 0.01%
7,384
+97
528
$301K 0.01%
10,552
+9,452
529
$299K 0.01%
11,418
-3,202
530
$295K 0.01%
6,115
-232
531
$294K 0.01%
2,459
532
$293K 0.01%
51,600
+14,000
533
$293K 0.01%
18,920
-576
534
$292K 0.01%
2,635
535
$289K 0.01%
6,326
-463
536
$288K 0.01%
20,805
+2,000
537
$285K 0.01%
22,032
-1,887
538
$284K 0.01%
1,813
539
$283K 0.01%
54,385
-20,630
540
$282K 0.01%
16,500
+6,500
541
$282K 0.01%
5,638
+188
542
$280K 0.01%
25,639
+4,152
543
$280K 0.01%
+9,775
544
$279K 0.01%
3,135
545
$276K 0.01%
1,261
546
$275K 0.01%
19,866
+11,689
547
$270K 0.01%
1,113
+166
548
$270K 0.01%
1,907
549
$270K 0.01%
3,270
-300
550
$268K 0.01%
25,720
-3,380
20 21
22
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