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
1226
$2K ﹤0.01%
27
1227
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277
1228
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45
1229
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58
1230
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200
1231
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118
1232
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+158
1233
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209
1234
$2K ﹤0.01%
223
1235
$2K ﹤0.01%
190
-19,000
1236
$1K ﹤0.01%
479
-28,000
1237
$1K ﹤0.01%
100
1238
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8
1239
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36
1240
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25
1241
$1K ﹤0.01%
27
1242
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135
1243
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87
1244
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108
1245
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7
1246
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100
1247
$1K ﹤0.01%
25
-25
1248
$1K ﹤0.01%
100
1249
$1K ﹤0.01%
+32
1250
$1K ﹤0.01%
100
48 49
50
51 52