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
1176
$4K ﹤0.01%
100
1177
$4K ﹤0.01%
150
1178
$4K ﹤0.01%
72
-230
1179
$4K ﹤0.01%
357
1180
$4K ﹤0.01%
100
-1,000
1181
$4K ﹤0.01%
36
1182
$4K ﹤0.01%
200
-12,534
1183
$4K ﹤0.01%
473
-300
1184
$4K ﹤0.01%
200
1185
$4K ﹤0.01%
350
1186
$4K ﹤0.01%
+3,110
1187
$4K ﹤0.01%
500
1188
$4K ﹤0.01%
50
1189
$4K ﹤0.01%
502
-62
1190
$4K ﹤0.01%
+11,000
1191
$3K ﹤0.01%
634
1192
$3K ﹤0.01%
1,224
1193
$3K ﹤0.01%
56
-50
1194
$3K ﹤0.01%
94
1195
$3K ﹤0.01%
31
1196
$3K ﹤0.01%
500
1197
$3K ﹤0.01%
50
1198
$3K ﹤0.01%
67
1199
$3K ﹤0.01%
50
1200
$3K ﹤0.01%
120
46 47
48
49 50