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
401
$860K 0.02%
+86,800
402
$854K 0.02%
+68,820
403
$849K 0.02%
85,634
+2,100
404
$846K 0.02%
2,450
+662
405
$843K 0.02%
23,104
-100
406
$837K 0.02%
9,358
+921
407
$825K 0.02%
+167,003
408
$824K 0.02%
26,696
+3,817
409
$821K 0.02%
120,103
+87,600
410
$819K 0.02%
97,444
411
$817K 0.02%
52,821
412
$817K 0.02%
86,747
-41,587
413
$815K 0.02%
65,601
-338,636
414
$812K 0.02%
3,285
415
$806K 0.02%
43,520
+32
416
$803K 0.02%
176,360
-105,765
417
$803K 0.02%
17,618
-3,000
418
$799K 0.02%
24,312
419
$792K 0.02%
24,773
-1
420
$789K 0.02%
25,730
-1,860
421
$788K 0.02%
49,265
422
$785K 0.02%
2,370
+18
423
$781K 0.02%
15,507
424
$764K 0.02%
32,280
+3,000
425
$764K 0.02%
114,000
+4,500
15 16
17
18 19