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
201
$2.22M 0.1%
20,000
+2,000
202
$2.22M 0.1%
60,746
+4,392
203
$2.21M 0.1%
97,542
+27,673
204
$2.21M 0.1%
95,891
+400
205
$2.2M 0.1%
62,160
+24,980
206
$2.2M 0.1%
39,347
+31,347
207
$2.19M 0.1%
14,181
+13,781
208
$2.17M 0.1%
25,269
+5,468
209
$2.15M 0.1%
111,930
-142,164
210
$2.12M 0.1%
22,188
+1,577
211
$2.12M 0.1%
28,302
+3,325
212
$2.1M 0.1%
221,343
+143,127
213
$2.05M 0.09%
59,550
+3,910
214
$2.04M 0.09%
+93,361
215
$2.04M 0.09%
61,601
+6
216
$2.02M 0.09%
32,677
-48,512
217
$1.99M 0.09%
11,929
+328
218
$1.97M 0.09%
45,937
219
$1.95M 0.09%
37,724
+10,000
220
$1.89M 0.09%
36,283
-562
221
$1.88M 0.09%
10,638
+8,180
222
$1.88M 0.09%
56,367
+24,030
223
$1.86M 0.09%
322,433
+3,406
224
$1.85M 0.09%
2,119,992
+99,592
225
$1.85M 0.09%
178,144
+163,321
7 8
9
10 11