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
1251
$1K ﹤0.01%
25
-25
1252
$1K ﹤0.01%
100
1253
$1K ﹤0.01%
+32
1254
$1K ﹤0.01%
100
1255
$1K ﹤0.01%
8
1256
$1K ﹤0.01%
80
-600
1257
$1K ﹤0.01%
13
1258
$1K ﹤0.01%
200
1259
$1K ﹤0.01%
10
1260
$1K ﹤0.01%
6
1261
$1K ﹤0.01%
27
-670
1262
$1K ﹤0.01%
28
-572
1263
$1K ﹤0.01%
10
1264
$1K ﹤0.01%
333
1265
$1K ﹤0.01%
9
-173
1266
$1K ﹤0.01%
100
1267
$0 ﹤0.01%
500
1268
– –
-184
1269
– –
-11,260
1270
– –
0
1271
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-500
1272
– –
-323
1273
– –
0
1274
– –
-53,151
1275
– –
-200
49 50
51
52 53