AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 10.37%
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
1051
$12K ﹤0.01%
147
1052
$12K ﹤0.01%
250,000
1053
$11K ﹤0.01%
+275
1054
$11K ﹤0.01%
100
1055
$11K ﹤0.01%
1,500
1056
$11K ﹤0.01%
240
1057
$11K ﹤0.01%
765
1058
$11K ﹤0.01%
738
1059
$11K ﹤0.01%
+364
1060
$11K ﹤0.01%
753
1061
$11K ﹤0.01%
1,000
1062
$11K ﹤0.01%
283
1063
$11K ﹤0.01%
2,500
1064
$11K ﹤0.01%
+290
1065
$10K ﹤0.01%
4,000
-1,000
1066
$10K ﹤0.01%
1,594
1067
$10K ﹤0.01%
200
1068
$10K ﹤0.01%
500
1069
$10K ﹤0.01%
1,700
1070
$10K ﹤0.01%
+180
1071
$10K ﹤0.01%
+225
1072
$10K ﹤0.01%
85,000
1073
$10K ﹤0.01%
+320
1074
$10K ﹤0.01%
+610
1075
$10K ﹤0.01%
1,000
41 42
43
44 45