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
101
$5.51M 0.25%
228,641
+13,516
102
$5.33M 0.25%
98,128
+33,371
103
$5.24M 0.24%
107,509
+374
104
$5.14M 0.24%
178,650
-9,445
105
$5.1M 0.24%
81,237
106
$5.1M 0.24%
94,374
+36,592
107
$5.08M 0.24%
120,654
-61,305
108
$5.01M 0.23%
1,776,784
+101,823
109
$5.01M 0.23%
276,625
+229,742
110
$4.91M 0.23%
47,828
-6,150
111
$4.8M 0.22%
15,609
+9,998
112
$4.71M 0.22%
103,245
-3,170
113
$4.67M 0.22%
16,387
+2,311
114
$4.67M 0.22%
50,524
+36,556
115
$4.63M 0.21%
149,608
-14,118
116
$4.63M 0.21%
58,704
-2,448
117
$4.6M 0.21%
74,156
-9,172
118
$4.55M 0.21%
150,305
+5,830
119
$4.49M 0.21%
+50,867
120
$4.49M 0.21%
27,831
+2,157
121
$4.44M 0.21%
77,974
-10,126
122
$4.29M 0.2%
+20,264
123
$4.26M 0.2%
102,713
+53,534
124
$4.26M 0.2%
1,113,501
+20,433
125
$4.22M 0.2%
237,062
-16,660
3 4
5
6 7