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
176
$2.85M 0.13%
100,230
+32,720
177
$2.83M 0.13%
216,541
+213,071
178
$2.76M 0.13%
72,795
-3,230
179
$2.75M 0.13%
709,755
+2,411
180
$2.73M 0.13%
253,649
+142,689
181
$2.64M 0.12%
76,762
+10,255
182
$2.62M 0.12%
219,551
+6,490
183
$2.61M 0.12%
19,696
+5,348
184
$2.58M 0.12%
353,650
+204,560
185
$2.57M 0.12%
208,630
+96,385
186
$2.5M 0.12%
28,797
+1,500
187
$2.48M 0.11%
73,806
+3,738
188
$2.47M 0.11%
11,827,343
+4,982,360
189
$2.46M 0.11%
16,086
+2,583
190
$2.44M 0.11%
29,140
+9,140
191
$2.4M 0.11%
131,788
-92,788
192
$2.39M 0.11%
89,468
-432
193
$2.37M 0.11%
46,103
194
$2.32M 0.11%
17,129
+117
195
$2.28M 0.11%
189,650
-38,150
196
$2.28M 0.11%
91,052
-2,610
197
$2.27M 0.1%
+207,430
198
$2.24M 0.1%
183,540
+114,340
199
$2.24M 0.1%
84,497
-11,996
200
$2.22M 0.1%
70,593
-257,981
6 7
8
9 10