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
826
$47K ﹤0.01%
+2,000
827
$47K ﹤0.01%
+2,000
828
$47K ﹤0.01%
2,895
829
$47K ﹤0.01%
1,970
830
$46K ﹤0.01%
+375
831
$46K ﹤0.01%
+2,000
832
$46K ﹤0.01%
+1,566
833
$46K ﹤0.01%
2,256
-1,000
834
$46K ﹤0.01%
3,269
835
$46K ﹤0.01%
3,540
-2,511
836
$46K ﹤0.01%
+1,850
837
$45K ﹤0.01%
2,000
838
$45K ﹤0.01%
799
839
$45K ﹤0.01%
1,625
+1,125
840
$45K ﹤0.01%
643
+4
841
$45K ﹤0.01%
+2,150
842
$44K ﹤0.01%
2,750
843
$44K ﹤0.01%
852
844
$44K ﹤0.01%
2,498
845
$43K ﹤0.01%
+1,500
846
$43K ﹤0.01%
2,076
847
$43K ﹤0.01%
1,548
+1,535
848
$43K ﹤0.01%
3,000
849
$42K ﹤0.01%
1,620
850
$42K ﹤0.01%
900
-165
32 33
34
35 36