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
51
$10.9M 0.5%
132,228
-8,016
52
$10.8M 0.5%
266,381
+7,244
53
$10.7M 0.5%
340,940
+50,880
54
$10.5M 0.49%
313,434
+24,041
55
$10.5M 0.48%
1,279,400
-28,876
56
$10.3M 0.48%
81,157
+15,951
57
$10.2M 0.47%
552,203
+116,340
58
$10.2M 0.47%
543,369
+48,560
59
$10.1M 0.47%
101,534
+9,287
60
$9.96M 0.46%
108,657
-212
61
$9.79M 0.45%
292,371
-79,942
62
$9.51M 0.44%
39,361
+1,138
63
$9.41M 0.44%
161,880
-1,680
64
$9.23M 0.43%
266,866
+14,092
65
$8.85M 0.41%
374,498
+49,759
66
$8.78M 0.41%
609,782
+761
67
$8.61M 0.4%
539,466
+183,830
68
$8.13M 0.38%
113,654
-4,764
69
$8.12M 0.38%
971,647
+48,586
70
$8.1M 0.37%
160,280
-11,370
71
$8.06M 0.37%
31,268
+2,648
72
$7.86M 0.36%
62,236
+4,140
73
$7.75M 0.36%
257,201
+7,529
74
$7.64M 0.35%
66,760
+59,791
75
$7.55M 0.35%
496,784
+81,405
1 2
3
4 5