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
1126
$7K ﹤0.01%
275
1127
$7K ﹤0.01%
521
+321
1128
$6K ﹤0.01%
310
1129
$6K ﹤0.01%
1,320
1130
$6K ﹤0.01%
+116
1131
$6K ﹤0.01%
100
1132
$6K ﹤0.01%
+300
1133
$6K ﹤0.01%
100
-50
1134
$6K ﹤0.01%
129
-7,000
1135
$6K ﹤0.01%
300
1136
$6K ﹤0.01%
477
1137
$6K ﹤0.01%
313
1138
$6K ﹤0.01%
446
1139
$6K ﹤0.01%
210
1140
$6K ﹤0.01%
+465
1141
$6K ﹤0.01%
300
1142
$6K ﹤0.01%
300
1143
$6K ﹤0.01%
251
1144
$6K ﹤0.01%
1,891
1145
$5K ﹤0.01%
319
1146
$5K ﹤0.01%
31
+6
1147
$5K ﹤0.01%
175
-25
1148
$5K ﹤0.01%
675
+500
1149
$5K ﹤0.01%
150
1150
$5K ﹤0.01%
90
44 45
46
47 48