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
651
$150K 0.01%
4,713
652
$149K 0.01%
7,675
-2,850
653
$148K 0.01%
5,089
-1,662
654
$148K 0.01%
3,029
+84
655
$148K 0.01%
+2,509
656
$148K 0.01%
30,547
-2,605
657
$147K 0.01%
1,021
658
$147K 0.01%
2,297
659
$147K 0.01%
10,542
+2,068
660
$146K 0.01%
550
-195
661
$145K 0.01%
28,709
-4,729
662
$145K 0.01%
1,700
663
$139K 0.01%
4,674
664
$138K 0.01%
27,498
665
$136K 0.01%
19,485
-91,235
666
$136K 0.01%
478
667
$136K 0.01%
+4,303
668
$136K 0.01%
+2,000
669
$135K 0.01%
933
670
$134K 0.01%
1,792
-268
671
$133K 0.01%
1,100
+379
672
$133K 0.01%
+40,100
673
$132K 0.01%
2,771
+1
674
$132K 0.01%
2,312
+183
675
$132K 0.01%
+1,500
25 26
27
28 29