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
626
$180K 0.01%
39,060
-2,600
627
$175K 0.01%
1,275
+9
628
$175K 0.01%
582,407
629
$174K 0.01%
3,820
+500
630
$173K 0.01%
1,275
631
$172K 0.01%
87,254
-26,560
632
$168K 0.01%
+4,170
633
$166K 0.01%
5,504
+19
634
$165K 0.01%
1,969
635
$165K 0.01%
4,718
-4,619
636
$164K 0.01%
+5,100
637
$163K 0.01%
5,103
-800
638
$162K 0.01%
4,285
-518
639
$162K 0.01%
3,687
-794
640
$161K 0.01%
120,000
-80,000
641
$160K 0.01%
172,182
+24,710
642
$160K 0.01%
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643
$157K 0.01%
4,805
+2,839
644
$156K 0.01%
4,000
645
$155K 0.01%
7,782
646
$154K 0.01%
1,073
647
$153K 0.01%
4,424
+4,400
648
$152K 0.01%
3,119
649
$151K 0.01%
1,936
+15
650
$150K 0.01%
19,096
-2,150
24 25
26
27 28