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
1076
$10K ﹤0.01%
195
-7,344
1077
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185
1078
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+180
1079
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+150
1080
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473
1081
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127
1082
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115
1083
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+225
1084
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+319
1085
$10K ﹤0.01%
331
1086
$10K ﹤0.01%
99
1087
$10K ﹤0.01%
85,000
1088
$9K ﹤0.01%
667
1089
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450
1090
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500
1091
$9K ﹤0.01%
360
1092
$9K ﹤0.01%
400
+37
1093
$9K ﹤0.01%
788
1094
$9K ﹤0.01%
+168
1095
$9K ﹤0.01%
823
+623
1096
$8K ﹤0.01%
1,078
1097
$8K ﹤0.01%
35
1098
$8K ﹤0.01%
200
1099
$8K ﹤0.01%
311
1100
$8K ﹤0.01%
111
42 43
44
45 46