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
426
$761K 0.02%
77,109
+27,609
427
$760K 0.02%
9,742
428
$758K 0.02%
3,455
+1,740
429
$753K 0.02%
75,588
+35,567
430
$752K 0.02%
77,269
+2,110
431
$749K 0.02%
6,050
+130
432
$747K 0.02%
24,579
433
$745K 0.02%
1,380
+30
434
$736K 0.02%
+102,833
435
$733K 0.02%
4,335
+965
436
$731K 0.02%
14,679
+9,905
437
$731K 0.02%
75,405
+200
438
$729K 0.02%
112,153
439
$729K 0.02%
79,089
440
$727K 0.02%
73,378
+430
441
$725K 0.02%
1,836
+895
442
$724K 0.02%
34,253
443
$721K 0.02%
74,200
444
$720K 0.02%
19,800
445
$720K 0.02%
73,906
446
$719K 0.02%
73,794
+1,500
447
$715K 0.02%
21,622
-7,496
448
$714K 0.02%
6,142
+5,642
449
$711K 0.02%
618,500
450
$702K 0.02%
7,194
+54
16 17
18
19 20