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
726
$98K ﹤0.01%
3,245
-2,200
727
$98K ﹤0.01%
5,574
728
$97K ﹤0.01%
6,800
-2,000
729
$96K ﹤0.01%
366
-102
730
$95K ﹤0.01%
2,138
731
$95K ﹤0.01%
775
732
$94K ﹤0.01%
801
733
$94K ﹤0.01%
9,760
734
$93K ﹤0.01%
5,000
-1,000
735
$93K ﹤0.01%
1,450
736
$92K ﹤0.01%
1,700
737
$91K ﹤0.01%
11,242
738
$91K ﹤0.01%
6,850
-4,930
739
$91K ﹤0.01%
884
740
$91K ﹤0.01%
3,024
741
$91K ﹤0.01%
1,124
742
$89K ﹤0.01%
6,937
743
$88K ﹤0.01%
+2,510
744
$87K ﹤0.01%
500
745
$87K ﹤0.01%
7,258
+81
746
$86K ﹤0.01%
1,450
+500
747
$86K ﹤0.01%
1,903
748
$85K ﹤0.01%
2,297
749
$85K ﹤0.01%
6,485
750
$83K ﹤0.01%
3,343
28 29
30
31 32