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
1026
$14K ﹤0.01%
1,040
1027
$13K ﹤0.01%
600
1028
$13K ﹤0.01%
168
1029
$13K ﹤0.01%
1,950
1030
$13K ﹤0.01%
+190
1031
$13K ﹤0.01%
186
1032
$13K ﹤0.01%
3,000
-602
1033
$13K ﹤0.01%
225
1034
$13K ﹤0.01%
375
1035
$13K ﹤0.01%
+730
1036
$13K ﹤0.01%
344
-1,295
1037
$13K ﹤0.01%
2,544,675
1038
$12K ﹤0.01%
700
-65,414
1039
$12K ﹤0.01%
285
1040
$12K ﹤0.01%
+531
1041
$12K ﹤0.01%
925
1042
$12K ﹤0.01%
267
-58
1043
$12K ﹤0.01%
500
1044
$12K ﹤0.01%
621
1045
$12K ﹤0.01%
1,700
-12,175
1046
$12K ﹤0.01%
340
1047
$12K ﹤0.01%
210
1048
$12K ﹤0.01%
+116
1049
$12K ﹤0.01%
100
1050
$12K ﹤0.01%
100
40 41
42
43 44