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
951
$22K ﹤0.01%
920
952
$22K ﹤0.01%
400
953
$22K ﹤0.01%
155
954
$22K ﹤0.01%
150
955
$22K ﹤0.01%
+405
956
$21K ﹤0.01%
595
+370
957
$21K ﹤0.01%
+500
958
$21K ﹤0.01%
600
959
$21K ﹤0.01%
1,124
960
$21K ﹤0.01%
450
961
$20K ﹤0.01%
2,264
962
$20K ﹤0.01%
600
963
$20K ﹤0.01%
175
964
$20K ﹤0.01%
400
-1,013
965
$20K ﹤0.01%
730
-730
966
$20K ﹤0.01%
2,220
967
$20K ﹤0.01%
4,268
968
$20K ﹤0.01%
1,270
969
$19K ﹤0.01%
+650
970
$19K ﹤0.01%
538
971
$19K ﹤0.01%
625
-150
972
$19K ﹤0.01%
660
973
$19K ﹤0.01%
397
974
$19K ﹤0.01%
1,576
975
$19K ﹤0.01%
800
37 38
39
40 41