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
1101
$8K ﹤0.01%
100
1102
$8K ﹤0.01%
+161
1103
$8K ﹤0.01%
+400
1104
$8K ﹤0.01%
143
1105
$8K ﹤0.01%
389
+200
1106
$8K ﹤0.01%
68
1107
$8K ﹤0.01%
528
1108
$8K ﹤0.01%
1,122
+690
1109
$8K ﹤0.01%
375
1110
$8K ﹤0.01%
75
1111
$8K ﹤0.01%
+560
1112
$8K ﹤0.01%
200
1113
$8K ﹤0.01%
200
1114
$8K ﹤0.01%
50
1115
$7K ﹤0.01%
500
1116
$7K ﹤0.01%
800
1117
$7K ﹤0.01%
257
1118
$7K ﹤0.01%
1,200
+450
1119
$7K ﹤0.01%
+100
1120
$7K ﹤0.01%
10
-10
1121
$7K ﹤0.01%
1,177
1122
$7K ﹤0.01%
500
1123
$7K ﹤0.01%
50
-50
1124
$7K ﹤0.01%
8
1125
$7K ﹤0.01%
+400
43 44
45
46 47