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
901
$31K ﹤0.01%
1,170
+635
902
$31K ﹤0.01%
1,479
903
$31K ﹤0.01%
556
-32,431
904
$30K ﹤0.01%
1,718
905
$30K ﹤0.01%
2,166
-313
906
$30K ﹤0.01%
900
907
$29K ﹤0.01%
880
908
$29K ﹤0.01%
700
909
$29K ﹤0.01%
1,500
+500
910
$29K ﹤0.01%
688
+2
911
$29K ﹤0.01%
539
912
$28K ﹤0.01%
+1,534
913
$28K ﹤0.01%
1,100
+450
914
$28K ﹤0.01%
2,500
915
$28K ﹤0.01%
175
-41
916
$28K ﹤0.01%
240
-60
917
$28K ﹤0.01%
272
918
$28K ﹤0.01%
850
919
$27K ﹤0.01%
1,110
-109
920
$27K ﹤0.01%
1,091
921
$27K ﹤0.01%
561
922
$27K ﹤0.01%
2,000
923
$27K ﹤0.01%
1,000
924
$27K ﹤0.01%
+5,000
925
$27K ﹤0.01%
450
35 36
37
38 39