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
876
$34K ﹤0.01%
776
+759
877
$34K ﹤0.01%
1,750
+1,000
878
$34K ﹤0.01%
864
-150
879
$34K ﹤0.01%
+578
880
$34K ﹤0.01%
7,122
881
$34K ﹤0.01%
37
882
$34K ﹤0.01%
2,060
883
$34K ﹤0.01%
1,079
+1
884
$34K ﹤0.01%
632
885
$34K ﹤0.01%
4,835
-5,425
886
$34K ﹤0.01%
+5,679
887
$33K ﹤0.01%
500
888
$33K ﹤0.01%
413
+163
889
$33K ﹤0.01%
853
+3
890
$33K ﹤0.01%
482
-278
891
$33K ﹤0.01%
5,009
+5,000
892
$33K ﹤0.01%
+1,000
893
$32K ﹤0.01%
3,000
+2,000
894
$32K ﹤0.01%
1,026
895
$32K ﹤0.01%
1,000
896
$32K ﹤0.01%
+566
897
$32K ﹤0.01%
367
+17
898
$31K ﹤0.01%
1,200
899
$31K ﹤0.01%
882
900
$31K ﹤0.01%
1,750
34 35
36
37 38