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
1426
$0 ﹤0.01%
67
1427
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-3,000
1428
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2
1429
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-5
1430
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-29,280
1431
$0 ﹤0.01%
2,000
1432
– –
-660
1433
$0 ﹤0.01%
18
1434
– –
-1,900
1435
– –
-21,830
1436
– –
-124,190
1437
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-3,250
1438
– –
-1,766
1439
– –
-15,500
1440
– –
-57,500
1441
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-193
1442
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-7,660
1443
$0 ﹤0.01%
9
1444
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0
1445
– –
-10,000
1446
– –
-100,669
1447
– –
-2,895
54 55 56 57
58