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
601
$207K 0.01%
4,715
602
$206K 0.01%
+26,830
603
$206K 0.01%
20,920
-6,880
604
$206K 0.01%
1,907
-135
605
$206K 0.01%
+37,000
606
$204K 0.01%
55,000
+2,000
607
$203K 0.01%
120,000
-15,000
608
$202K 0.01%
1,738
-540
609
$201K 0.01%
6,407
-6,720
610
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5,900
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611
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694
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612
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613
$194K 0.01%
42,055
+16,875
614
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+8,000
615
$191K 0.01%
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616
$191K 0.01%
9,300
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$191K 0.01%
139
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618
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619
$187K 0.01%
2,549
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620
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621
$185K 0.01%
640
622
$184K 0.01%
25,590
623
$182K 0.01%
+3,276
624
$182K 0.01%
+13,900
625
$181K 0.01%
4,384
+44
23 24
25
26 27