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
751
$83K ﹤0.01%
+1,886
752
$79K ﹤0.01%
+6,014
753
$78K ﹤0.01%
2,354
-505
754
$78K ﹤0.01%
1,890
755
$78K ﹤0.01%
5,000
756
$77K ﹤0.01%
950
757
$77K ﹤0.01%
3,050
758
$77K ﹤0.01%
3,500
759
$76K ﹤0.01%
12,740
760
$76K ﹤0.01%
3,211
-2,994
761
$76K ﹤0.01%
4,840
762
$76K ﹤0.01%
600
763
$75K ﹤0.01%
1,268
764
$74K ﹤0.01%
3,499
+399
765
$74K ﹤0.01%
3,310
766
$72K ﹤0.01%
1,701
-900
767
$71K ﹤0.01%
1,490
768
$70K ﹤0.01%
474
+217
769
$68K ﹤0.01%
11,759
+11,384
770
$68K ﹤0.01%
1,090
771
$68K ﹤0.01%
78,043
-258,965
772
$67K ﹤0.01%
1,000
773
$66K ﹤0.01%
500
774
$66K ﹤0.01%
754
+106
775
$66K ﹤0.01%
400
29 30
31
32 33