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
576
$233K 0.01%
24,619
+7,619
577
$232K 0.01%
7,900
-1,100
578
$232K 0.01%
15,612
-3,100
579
$230K 0.01%
+3,075
580
$230K 0.01%
4,780
+400
581
$228K 0.01%
+23,618
582
$227K 0.01%
2,250
-1,850
583
$226K 0.01%
6,582
584
$225K 0.01%
7,125
+4,875
585
$225K 0.01%
4,038
-76,547
586
$224K 0.01%
+11,200
587
$224K 0.01%
4,802
+150
588
$224K 0.01%
2,071
+1,164
589
$223K 0.01%
+2,600
590
$221K 0.01%
17,000
591
$220K 0.01%
14,479
+298
592
$220K 0.01%
486
+470
593
$219K 0.01%
+57,700
594
$218K 0.01%
4,500
-22,500
595
$216K 0.01%
32,431
-22,080
596
$215K 0.01%
7,017
+2,156
597
$214K 0.01%
5,407
-60
598
$214K 0.01%
+13,000
599
$212K 0.01%
15,000
600
$211K 0.01%
58,500
-2,500
22 23
24
25 26