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
301
$1.59M 0.04%
56,601
-16,217
302
$1.58M 0.04%
11,917
-65
303
$1.57M 0.04%
26,450
+4,370
304
$1.57M 0.04%
45,417
-3,546
305
$1.56M 0.04%
160,400
+2,300
306
$1.52M 0.04%
35,688
+14,365
307
$1.51M 0.04%
24,362
-284
308
$1.5M 0.04%
149,681
309
$1.5M 0.04%
11,050
-600
310
$1.49M 0.04%
57,703
-600
311
$1.46M 0.04%
49,920
+2,600
312
$1.45M 0.04%
150,362
+300
313
$1.44M 0.04%
7,371
314
$1.42M 0.04%
6,157
+99
315
$1.42M 0.04%
71,350
+8,720
316
$1.41M 0.04%
81,438
+468
317
$1.41M 0.04%
14,299
+4,238
318
$1.4M 0.04%
93,112
+61,386
319
$1.4M 0.04%
29,728
+4,700
320
$1.4M 0.04%
13,494
+27
321
$1.39M 0.04%
30,800
322
$1.37M 0.04%
20,846
323
$1.36M 0.04%
31,421
-996
324
$1.36M 0.04%
3,784
+543
325
$1.36M 0.04%
53,586
+4,033
11 12
13
14 15