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
701
$112K 0.01%
5,000
702
$111K 0.01%
10,000
+2,000
703
$111K 0.01%
1,846
-2,608
704
$110K 0.01%
867
+600
705
$109K 0.01%
1,277
-50
706
$109K 0.01%
889
+365
707
$109K 0.01%
781
708
$109K 0.01%
1,100
709
$109K 0.01%
4,763
710
$107K ﹤0.01%
684
+25
711
$107K ﹤0.01%
1,095
+10
712
$106K ﹤0.01%
9,435
713
$106K ﹤0.01%
170
+150
714
$106K ﹤0.01%
7,158
-92
715
$106K ﹤0.01%
1,200
-200
716
$106K ﹤0.01%
19,470
-231,957
717
$105K ﹤0.01%
824
718
$105K ﹤0.01%
5,824
719
$104K ﹤0.01%
4,340
720
$103K ﹤0.01%
955
-275
721
$103K ﹤0.01%
19,965
-1,750
722
$102K ﹤0.01%
3,982
723
$100K ﹤0.01%
2,472
-2,472
724
$99K ﹤0.01%
2,835
+135
725
$98K ﹤0.01%
15,989
27 28
29
30 31