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
1201
$3K ﹤0.01%
425
1202
$3K ﹤0.01%
+300
1203
$3K ﹤0.01%
+155
1204
$3K ﹤0.01%
1,171
1205
$3K ﹤0.01%
150
1206
$3K ﹤0.01%
200
1207
$3K ﹤0.01%
286
1208
$3K ﹤0.01%
1,482
-167,640
1209
$3K ﹤0.01%
447
1210
$2K ﹤0.01%
+64
1211
$2K ﹤0.01%
25
-18
1212
$2K ﹤0.01%
+100
1213
$2K ﹤0.01%
50
-50
1214
$2K ﹤0.01%
+162
1215
$2K ﹤0.01%
30
1216
$2K ﹤0.01%
16
1217
$2K ﹤0.01%
95
1218
$2K ﹤0.01%
202
1219
$2K ﹤0.01%
+25
1220
$2K ﹤0.01%
123
1221
$2K ﹤0.01%
200
1222
$2K ﹤0.01%
182
1223
$2K ﹤0.01%
47
1224
$2K ﹤0.01%
525
1225
$2K ﹤0.01%
200
47 48
49
50 51