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
1251
$1K ﹤0.01%
8
1252
$1K ﹤0.01%
80
-600
1253
$1K ﹤0.01%
13
1254
$1K ﹤0.01%
200
1255
$1K ﹤0.01%
10
1256
$1K ﹤0.01%
6
1257
$1K ﹤0.01%
27
-670
1258
$1K ﹤0.01%
28
-572
1259
$1K ﹤0.01%
10
1260
$1K ﹤0.01%
333
1261
$1K ﹤0.01%
9
-173
1262
$1K ﹤0.01%
100
1263
$1K ﹤0.01%
1,000
1264
$1K ﹤0.01%
45,000
1265
$1K ﹤0.01%
645
-8,164
1266
$1K ﹤0.01%
1,047
1267
– –
-10,000
1268
– –
-100,669
1269
– –
-2,895
1270
$0 ﹤0.01%
500
1271
– –
-184
1272
– –
-11,260
1273
– –
0
1274
– –
-500
1275
– –
-323
49 50
51
52 53