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
326
$1.35M 0.03%
10,210
-28
327
$1.34M 0.03%
9,393
+675
328
$1.34M 0.03%
21,394
329
$1.33M 0.03%
134,172
+1,018
330
$1.33M 0.03%
52,260
-300
331
$1.32M 0.03%
115,641
+49,715
332
$1.32M 0.03%
165,661
+29,383
333
$1.32M 0.03%
58,720
+390
334
$1.32M 0.03%
25,221
335
$1.32M 0.03%
85,756
+14,433
336
$1.31M 0.03%
17,908
-281
337
$1.3M 0.03%
41,660
338
$1.29M 0.03%
8,485
-125
339
$1.27M 0.03%
109,918
-378,459
340
$1.27M 0.03%
40,530
-3,480
341
$1.26M 0.03%
4,783
-130
342
$1.26M 0.03%
93,270
-500
343
$1.25M 0.03%
5,431
+176
344
$1.23M 0.03%
339,756
+168,865
345
$1.23M 0.03%
9,668
+2,165
346
$1.23M 0.03%
42,008
+3,398
347
$1.23M 0.03%
66,557
-1,000
348
$1.23M 0.03%
349,999
349
$1.22M 0.03%
9,846
-140
350
$1.18M 0.03%
23,580
+430
12 13
14
15 16