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
1326
$0 ﹤0.01%
41
1327
– –
-156
1328
– –
-250,420
1329
– –
-400
1330
– –
-44,571
1331
– –
-136,844
1332
– –
-979
1333
– –
-21,492
1334
– –
-1,057
1335
– –
-2,900
1336
– –
-333
1337
$0 ﹤0.01%
79
1338
– –
-262
1339
– –
-1,000
1340
– –
-38,613
1341
– –
-47,785
1342
– –
-125,804
1343
– –
-1
1344
– –
-54,506
1345
– –
-500
1346
– –
-800
1347
– –
-5,000
1348
– –
-399
1349
– –
-24,797
1350
– –
-500
52 53
54
55 56