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
776
$65K ﹤0.01%
3,621
-3,621
777
$65K ﹤0.01%
1,800
+1,550
778
$64K ﹤0.01%
1,000
779
$63K ﹤0.01%
1,105
+1
780
$63K ﹤0.01%
12,200
+3,000
781
$62K ﹤0.01%
1,715
-1,860
782
$62K ﹤0.01%
16,271
+675
783
$62K ﹤0.01%
9,244
784
$60K ﹤0.01%
2,250
-850
785
$60K ﹤0.01%
950
786
$59K ﹤0.01%
800
787
$59K ﹤0.01%
2,246
788
$59K ﹤0.01%
+731
789
$58K ﹤0.01%
897
-720
790
$58K ﹤0.01%
+4,900
791
$57K ﹤0.01%
5,504
-1,676
792
$57K ﹤0.01%
2,500
+500
793
$57K ﹤0.01%
2,250
794
$56K ﹤0.01%
1,150
795
$56K ﹤0.01%
820
-149
796
$56K ﹤0.01%
1,788
797
$56K ﹤0.01%
374
798
$56K ﹤0.01%
2,357
+10
799
$56K ﹤0.01%
3,000
-3,000
800
$55K ﹤0.01%
456
+105
30 31
32
33 34