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
76
$7.48M 0.35%
56,810
+46,624
77
$6.83M 0.32%
51,300
+20,273
78
$6.83M 0.32%
403,018
+12,547
79
$6.78M 0.31%
185,560
-22,700
80
$6.71M 0.31%
58,153
-744
81
$6.59M 0.3%
81,547
+79,794
82
$6.58M 0.3%
4,539,710
-884
83
$6.55M 0.3%
130,814
84
$6.4M 0.3%
215,128
+892
85
$6.32M 0.29%
83,723
-5,000
86
$6.28M 0.29%
163,143
+26,820
87
$6.21M 0.29%
64,554
88
$6.2M 0.29%
31,058
+28,249
89
$6.19M 0.29%
185,582
+938
90
$6.1M 0.28%
95,258
+56,800
91
$6M 0.28%
464,302
-44,728
92
$5.96M 0.28%
377,065
+12,646
93
$5.92M 0.27%
42,342
+31,683
94
$5.92M 0.27%
+29,280
95
$5.86M 0.27%
62,319
-5,947
96
$5.81M 0.27%
100,055
+30,000
97
$5.79M 0.27%
99,200
+17,363
98
$5.63M 0.26%
172,374
-12,008
99
$5.57M 0.26%
292,285
-1,954
100
$5.53M 0.26%
95,180
+760
2 3
4
5 6