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
26
$28.3M 0.73%
88,424
+6,134
27
$28.2M 0.73%
154,646
-34,221
28
$27.1M 0.7%
194,164
+5,408
29
$27M 0.7%
62,564
+238
30
$26M 0.67%
1,668,232
+30,875
31
$25.7M 0.66%
946,490
-137,886
32
$25.1M 0.65%
272,936
+1,191
33
$24.8M 0.64%
104,932
+828
34
$24.8M 0.64%
170,429
+3,626
35
$24.5M 0.63%
450,763
+15,230
36
$24.5M 0.63%
89,754
+715
37
$23.4M 0.6%
27,898
+727
38
$23M 0.59%
95,431
+2,271
39
$22.7M 0.59%
293,608
+22,810
40
$22.5M 0.58%
146,508
+4,188
41
$22.4M 0.58%
221,895
+80,139
42
$22.3M 0.58%
181,630
+4,555
43
$21.2M 0.55%
110,418
+3,103
44
$20.5M 0.53%
1,091,366
+37,481
45
$20.5M 0.53%
124,700
+4,260
46
$20.1M 0.52%
160,416
+4,630
47
$19.9M 0.51%
397,954
+3,001
48
$19.2M 0.5%
258,074
+28,920
49
$19.1M 0.49%
143,220
-360
50
$18.6M 0.48%
587,530
-116,815
1
2
3 4 5