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
926
$27K ﹤0.01%
58,156
927
$26K ﹤0.01%
1,926
928
$26K ﹤0.01%
1,139
929
$26K ﹤0.01%
750
930
$26K ﹤0.01%
300
931
$26K ﹤0.01%
262
-265
932
$26K ﹤0.01%
1,139
-22,385
933
$25K ﹤0.01%
+702
934
$25K ﹤0.01%
2,155
+92
935
$25K ﹤0.01%
+2,110
936
$25K ﹤0.01%
+100
937
$24K ﹤0.01%
2,500
-13,199
938
$24K ﹤0.01%
2,391
+3
939
$24K ﹤0.01%
4,538
+371
940
$24K ﹤0.01%
+290
941
$24K ﹤0.01%
500
942
$23K ﹤0.01%
+275
943
$23K ﹤0.01%
1,081
944
$23K ﹤0.01%
450
+200
945
$23K ﹤0.01%
300
946
$23K ﹤0.01%
1,000
947
$22K ﹤0.01%
255
+180
948
$22K ﹤0.01%
+290
949
$22K ﹤0.01%
4,189
950
$22K ﹤0.01%
430
36 37
38
39 40