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
$3.84B
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,444
New
Increased
Reduced
Closed

Top Buys

1
+$99.4M
2
+$16.7M
3
+$14.4M
4
DTM icon
DT Midstream
DTM
+$11.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.66M

Top Sells

1
+$15.6M
2
+$15.4M
3
+$15M
4
APD icon
Air Products & Chemicals
APD
+$14.7M
5
DTE icon
DTE Energy
DTE
+$11.6M

Sector Composition

1 Financials 12.88%
2 Industrials 11.94%
3 Consumer Discretionary 11.83%
4 Technology 11.59%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.81M 0.07%
18,890
+6,197
227
$2.8M 0.07%
61,592
+35,508
228
$2.8M 0.07%
103,886
+15,869
229
$2.79M 0.07%
+53,130
230
$2.77M 0.07%
32,200
-923
231
$2.75M 0.07%
56,122
-24,868
232
$2.73M 0.07%
+166,650
233
$2.72M 0.07%
119,840
+2,240
234
$2.7M 0.07%
5,159,410
+174,919
235
$2.69M 0.07%
148,719
236
$2.65M 0.07%
51,833
-700
237
$2.65M 0.07%
32,109
-8,374
238
$2.62M 0.07%
31,839
+678
239
$2.6M 0.07%
34,526
-55
240
$2.58M 0.07%
877,934
+12,634
241
$2.54M 0.07%
10,604
+20
242
$2.49M 0.06%
69,808
+20,750
243
$2.43M 0.06%
79,915
-3,762
244
$2.42M 0.06%
312,937
-3,639
245
$2.42M 0.06%
248,861
+7,000
246
$2.41M 0.06%
101,823
+4
247
$2.33M 0.06%
8,640
+19
248
$2.3M 0.06%
37,047
-14,616
249
$2.29M 0.06%
30,927
+3,564
250
$2.28M 0.06%
9,503
+2,024
8 9
10
11 12