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
126
$4.21M 0.19%
291,447
-38,315
127
$4.17M 0.19%
308,449
+3,400
128
$4.16M 0.19%
186,410
-8,470
129
$4.12M 0.19%
36,095
+4,865
130
$4.06M 0.19%
113,858
+7,926
131
$4.02M 0.19%
181,253
+26,470
132
$3.98M 0.18%
25,482
+12,847
133
$3.95M 0.18%
276,153
-3,842
134
$3.94M 0.18%
33,517
-34,790
135
$3.91M 0.18%
+35,248
136
$3.89M 0.18%
1,258,373
137
$3.88M 0.18%
111,680
+86,190
138
$3.85M 0.18%
514,164
-60,887
139
$3.76M 0.17%
69,526
-5,230
140
$3.75M 0.17%
29,050
-557
141
$3.74M 0.17%
79,580
-909
142
$3.74M 0.17%
128,648
+15,249
143
$3.72M 0.17%
93,603
-2,328
144
$3.68M 0.17%
2,737
+281
145
$3.64M 0.17%
24,588
-3,944
146
$3.56M 0.16%
91,373
-27,729
147
$3.52M 0.16%
285,924
-292,489
148
$3.51M 0.16%
58,328
-360
149
$3.5M 0.16%
58,966
-4,794
150
$3.49M 0.16%
30,228
+24,788
4 5
6
7 8