AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
$2K ﹤0.01%
277
1228
$2K ﹤0.01%
45
1229
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58
1230
$2K ﹤0.01%
200
1231
$2K ﹤0.01%
118
1232
$2K ﹤0.01%
+158
1233
$2K ﹤0.01%
209
1234
$2K ﹤0.01%
223
1235
$2K ﹤0.01%
190
-19,000
1236
$1K ﹤0.01%
1,000
1237
$1K ﹤0.01%
45,000
1238
$1K ﹤0.01%
645
-8,164
1239
$1K ﹤0.01%
1,047
1240
$1K ﹤0.01%
479
-28,000
1241
$1K ﹤0.01%
100
1242
$1K ﹤0.01%
8
1243
$1K ﹤0.01%
36
1244
$1K ﹤0.01%
25
1245
$1K ﹤0.01%
27
1246
$1K ﹤0.01%
135
1247
$1K ﹤0.01%
87
1248
$1K ﹤0.01%
108
1249
$1K ﹤0.01%
7
1250
$1K ﹤0.01%
100
48 49
50
51 52