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
801
$55K ﹤0.01%
610
+10
802
$54K ﹤0.01%
450
803
$54K ﹤0.01%
1,024
804
$54K ﹤0.01%
920
+20
805
$54K ﹤0.01%
+1,050
806
$53K ﹤0.01%
4,500
807
$52K ﹤0.01%
562
808
$52K ﹤0.01%
1,312
809
$52K ﹤0.01%
1,970
810
$52K ﹤0.01%
929
+479
811
$51K ﹤0.01%
1,924
+982
812
$51K ﹤0.01%
2,000
813
$50K ﹤0.01%
1,843
+1,576
814
$50K ﹤0.01%
200
815
$49K ﹤0.01%
2,879
816
$49K ﹤0.01%
925
817
$49K ﹤0.01%
+1,344
818
$49K ﹤0.01%
1,025
819
$48K ﹤0.01%
7,379
820
$48K ﹤0.01%
400
+200
821
$47K ﹤0.01%
921
-18
822
$47K ﹤0.01%
+2,000
823
$47K ﹤0.01%
+3,556
824
$47K ﹤0.01%
799
825
$47K ﹤0.01%
5,500
31 32
33
34 35