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
376
$974K 0.03%
85,165
-53,968
377
$962K 0.02%
154,675
378
$959K 0.02%
98,407
+1,102
379
$957K 0.02%
39,649
380
$936K 0.02%
68,201
-18,880
381
$934K 0.02%
98,578
-186,869
382
$934K 0.02%
2,471
+30
383
$933K 0.02%
13,917
+112
384
$931K 0.02%
95,719
+1,500
385
$924K 0.02%
40,739
+6,240
386
$916K 0.02%
92,839
387
$915K 0.02%
1,499
-11
388
$906K 0.02%
14,883
-227
389
$904K 0.02%
5,147
390
$900K 0.02%
459,420
+70,123
391
$896K 0.02%
123,252
392
$895K 0.02%
+91,094
393
$891K 0.02%
15,290
-3,850
394
$884K 0.02%
90,507
+1,000
395
$882K 0.02%
90,757
396
$877K 0.02%
3,393
+198
397
$876K 0.02%
12,280
-100
398
$874K 0.02%
154,900
399
$873K 0.02%
9,217
+2,496
400
$864K 0.02%
74,457
-54,458
14 15
16
17 18