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
551
$266K 0.01%
+12,007
552
$263K 0.01%
2,975
553
$262K 0.01%
2,901
+1,631
554
$261K 0.01%
1,815
+214
555
$259K 0.01%
4,571
556
$258K 0.01%
63,575
-50,283
557
$257K 0.01%
26,749
+673
558
$257K 0.01%
+62,460
559
$256K 0.01%
+5,320
560
$255K 0.01%
113,337
+16,764
561
$255K 0.01%
9,123
+4,181
562
$253K 0.01%
14,585
-25,000
563
$252K 0.01%
12,412
564
$250K 0.01%
28,874
-5,000
565
$249K 0.01%
10,592
+4,619
566
$249K 0.01%
5,545
567
$248K 0.01%
790
568
$245K 0.01%
5,040
569
$244K 0.01%
182,218
-126,463
570
$241K 0.01%
3,000
571
$239K 0.01%
1,610
-636
572
$239K 0.01%
49,448
-46,910
573
$238K 0.01%
12,700
574
$237K 0.01%
1,642
+1,417
575
$235K 0.01%
1,700
21 22
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