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
351
$1.18M 0.03%
153,000
+26,400
352
$1.17M 0.03%
176,165
+26,501
353
$1.15M 0.03%
118,240
+1,100
354
$1.14M 0.03%
955
-185
355
$1.14M 0.03%
8,886
+274
356
$1.12M 0.03%
24,108
+831
357
$1.12M 0.03%
4,667
+9
358
$1.12M 0.03%
13,089
+1,150
359
$1.11M 0.03%
5,288
+807
360
$1.1M 0.03%
9,363
-1,339
361
$1.09M 0.03%
9,680
-4,290
362
$1.08M 0.03%
83,040
-6,880
363
$1.08M 0.03%
4,320
+40
364
$1.06M 0.03%
14,022
-1,050
365
$1.05M 0.03%
8,232
+407
366
$1.05M 0.03%
4,576
-161
367
$1.04M 0.03%
5,700
+945
368
$1.04M 0.03%
51,529
369
$1.04M 0.03%
5,365
-6,741
370
$1.02M 0.03%
141,005
371
$1.02M 0.03%
7,052
372
$991K 0.03%
48,281
+2,107
373
$990K 0.03%
6,629
+881
374
$989K 0.03%
102,500
375
$980K 0.03%
+28,625
13 14
15
16 17