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
451
$700K 0.02%
9,975
+287
452
$696K 0.02%
71,686
453
$696K 0.02%
1,119
454
$692K 0.02%
12,753
+80
455
$691K 0.02%
4,003
-183
456
$691K 0.02%
9,806
-48
457
$686K 0.02%
70,192
458
$672K 0.02%
3,500
+985
459
$668K 0.02%
45,974
+9,337
460
$665K 0.02%
449
+10
461
$652K 0.02%
23,863
462
$650K 0.02%
2,397
+19
463
$649K 0.02%
67,497
464
$645K 0.02%
7,812
+124
465
$640K 0.02%
8,200
-1,312
466
$636K 0.02%
65,928
467
$632K 0.02%
7,781
+296
468
$632K 0.02%
50,922
469
$631K 0.02%
132,001
470
$629K 0.02%
5,692
+429
471
$626K 0.02%
10,994
+2,429
472
$626K 0.02%
2,590
473
$623K 0.02%
7,601
+331
474
$612K 0.02%
9,870
-44
475
$611K 0.02%
30,865
+5,300
17 18
19
20 21