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
526
$506K 0.01%
44,450
+13,850
527
$503K 0.01%
28,342
528
$501K 0.01%
9,670
-360
529
$500K 0.01%
51,128
530
$498K 0.01%
5,178
-1,339
531
$498K 0.01%
51,100
532
$497K 0.01%
20,491
-650
533
$494K 0.01%
1,939
534
$492K 0.01%
18,010
+8,900
535
$491K 0.01%
4,612
+1,985
536
$491K 0.01%
50,072
537
$489K 0.01%
19,036
538
$473K 0.01%
6,310
-5,620
539
$471K 0.01%
15,414
-23
540
$471K 0.01%
48,063
541
$469K 0.01%
17,500
542
$469K 0.01%
48,246
+3,144
543
$468K 0.01%
73,168
+17,885
544
$462K 0.01%
46,700
545
$457K 0.01%
47,300
546
$456K 0.01%
47,000
547
$453K 0.01%
3,253
-20
548
$451K 0.01%
46,469
+6,100
549
$449K 0.01%
3,934
550
$448K 0.01%
2,169
20 21
22
23 24