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
851
$42K ﹤0.01%
600
852
$42K ﹤0.01%
600
853
$42K ﹤0.01%
1,000
854
$41K ﹤0.01%
741
+39
855
$41K ﹤0.01%
1,700
+200
856
$41K ﹤0.01%
+2,674
857
$41K ﹤0.01%
347
858
$41K ﹤0.01%
2,800
859
$40K ﹤0.01%
1,650
860
$40K ﹤0.01%
2,000
861
$39K ﹤0.01%
557
862
$39K ﹤0.01%
2,117
+370
863
$39K ﹤0.01%
1,518
864
$39K ﹤0.01%
2,600
865
$38K ﹤0.01%
700
866
$38K ﹤0.01%
1,600
867
$38K ﹤0.01%
846
+46
868
$38K ﹤0.01%
1,347
-115
869
$37K ﹤0.01%
1,142
870
$37K ﹤0.01%
333
+87
871
$37K ﹤0.01%
1,100
872
$37K ﹤0.01%
2,741
873
$36K ﹤0.01%
1,300
874
$35K ﹤0.01%
1,925
875
$35K ﹤0.01%
399
33 34
35
36 37