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
276
$1.84M 0.05%
29,310
+6
277
$1.83M 0.05%
20,297
+4
278
$1.81M 0.05%
28,030
+646
279
$1.8M 0.05%
59,045
-3,490
280
$1.79M 0.05%
8,938
-59
281
$1.78M 0.05%
9,013
282
$1.78M 0.05%
+27,068
283
$1.76M 0.05%
35,679
284
$1.74M 0.05%
7,310
285
$1.74M 0.05%
37,485
+4,732
286
$1.71M 0.04%
190,811
-1,965
287
$1.71M 0.04%
21,879
-507
288
$1.71M 0.04%
7,215
+3,278
289
$1.68M 0.04%
32,316
-146
290
$1.68M 0.04%
173,456
+42,100
291
$1.66M 0.04%
11,123
+312
292
$1.64M 0.04%
32,566
+2,300
293
$1.64M 0.04%
21,887
+40
294
$1.62M 0.04%
4,787
+544
295
$1.62M 0.04%
15,850
-2,162
296
$1.61M 0.04%
6,953
+362
297
$1.6M 0.04%
63,797
298
$1.6M 0.04%
76,268
+7,761
299
$1.6M 0.04%
235,593
300
$1.59M 0.04%
93,110
+5,000
10 11
12
13 14