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
976
$19K ﹤0.01%
600
977
$19K ﹤0.01%
254
978
$19K ﹤0.01%
+608
979
$19K ﹤0.01%
30
-18
980
$19K ﹤0.01%
+1,900
981
$19K ﹤0.01%
1,600
982
$18K ﹤0.01%
800
983
$18K ﹤0.01%
820
984
$18K ﹤0.01%
558
985
$18K ﹤0.01%
600
986
$18K ﹤0.01%
2,200
+1,100
987
$18K ﹤0.01%
1,286
988
$18K ﹤0.01%
1,420
+4
989
$17K ﹤0.01%
301
+107
990
$17K ﹤0.01%
846
991
$17K ﹤0.01%
73
992
$17K ﹤0.01%
1,388
-5,450
993
$17K ﹤0.01%
594
994
$17K ﹤0.01%
20,730
+14,000
995
$17K ﹤0.01%
700
+200
996
$17K ﹤0.01%
400
-150
997
$17K ﹤0.01%
2,421
+2,300
998
$17K ﹤0.01%
800
-9,200
999
$16K ﹤0.01%
11,521
-2,479
1000
$16K ﹤0.01%
352
38 39
40
41 42