AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
501
$545K 0.01%
12,834
502
$545K 0.01%
55,913
+700
503
$543K 0.01%
24,430
-9,920
504
$541K 0.01%
26,270
+8,387
505
$541K 0.01%
9,370
-8,020
506
$541K 0.01%
38,301
-2,952
507
$539K 0.01%
4,032
+2,091
508
$538K 0.01%
54,583
+10,678
509
$536K 0.01%
51,786
510
$534K 0.01%
858
511
$532K 0.01%
5,729
-319
512
$529K 0.01%
24,468
-200
513
$529K 0.01%
6,733
514
$527K 0.01%
19,895
-4,288
515
$526K 0.01%
6,429
+2,786
516
$526K 0.01%
5,000
517
$525K 0.01%
2,073
518
$525K 0.01%
14,361
519
$523K 0.01%
16,070
+178
520
$519K 0.01%
+97,500
521
$519K 0.01%
95,267
+1,250
522
$513K 0.01%
30,649
+8,406
523
$512K 0.01%
21,020
524
$510K 0.01%
51,726
+41,385
525
$508K 0.01%
1,516
+4
19 20
21
22 23