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
476
$611K 0.02%
24,713
477
$610K 0.02%
30,823
-893
478
$610K 0.02%
2,034
-15
479
$610K 0.02%
24,000
480
$609K 0.02%
21,054
+1,785
481
$607K 0.02%
6,732
482
$607K 0.02%
+61,050
483
$605K 0.02%
71,980
+23,500
484
$596K 0.02%
14,175
+431
485
$591K 0.02%
70,910
+25,981
486
$583K 0.02%
+59,200
487
$579K 0.02%
1,994
-213
488
$577K 0.01%
23,301
+27
489
$577K 0.01%
59,519
490
$576K 0.01%
11,311
+3,214
491
$576K 0.01%
13,534
492
$573K 0.01%
40,000
493
$570K 0.01%
10,433
-3,667
494
$568K 0.01%
+58,600
495
$566K 0.01%
10,260
496
$557K 0.01%
+56,000
497
$553K 0.01%
2,092
498
$550K 0.01%
64,346
499
$550K 0.01%
10,668
500
$547K 0.01%
21,490
+1,490
18 19
20
21 22