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
251
$2.28M 0.06%
14,553
+233
252
$2.27M 0.06%
29,606
-2,316
253
$2.26M 0.06%
23,967
-1,038
254
$2.21M 0.06%
29,881
255
$2.2M 0.06%
37,221
-457
256
$2.2M 0.06%
18,483
+555
257
$2.18M 0.06%
+172,750
258
$2.17M 0.06%
4,268
-13,720
259
$2.12M 0.05%
166,101
+49,275
260
$2.1M 0.05%
39,933
+3,458
261
$2.06M 0.05%
5,121
-32
262
$2.05M 0.05%
211,600
263
$2.02M 0.05%
50,671
+955
264
$2.01M 0.05%
11,582
+1,504
265
$1.99M 0.05%
67,492
+763
266
$1.98M 0.05%
36,508
+2,053
267
$1.97M 0.05%
95,150
+7,390
268
$1.97M 0.05%
29,055
+5,251
269
$1.95M 0.05%
45,034
+1,045
270
$1.93M 0.05%
27,214
+1,684
271
$1.92M 0.05%
15,987
-101
272
$1.91M 0.05%
155,029
273
$1.86M 0.05%
93,807
-1,672
274
$1.85M 0.05%
6,485
+309
275
$1.85M 0.05%
134,374
9 10
11
12 13