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
1001
$16K ﹤0.01%
657
1002
$16K ﹤0.01%
+550
1003
$16K ﹤0.01%
343
1004
$16K ﹤0.01%
7,534
1005
$16K ﹤0.01%
208
+113
1006
$16K ﹤0.01%
+500
1007
$16K ﹤0.01%
31,780
1008
$15K ﹤0.01%
350
1009
$15K ﹤0.01%
200
1010
$15K ﹤0.01%
525
-147
1011
$15K ﹤0.01%
420
1012
$15K ﹤0.01%
610
1013
$15K ﹤0.01%
590
1014
$15K ﹤0.01%
167
1015
$15K ﹤0.01%
613
1016
$15K ﹤0.01%
643
1017
$15K ﹤0.01%
+1,500
1018
$15K ﹤0.01%
450
-2,782
1019
$15K ﹤0.01%
1,698
+798
1020
$14K ﹤0.01%
400
1021
$14K ﹤0.01%
95
-68
1022
$14K ﹤0.01%
400
1023
$14K ﹤0.01%
288
1024
$14K ﹤0.01%
200
1025
$14K ﹤0.01%
2,304
+804
39 40
41
42 43