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
551
$445K 0.01%
10,317
+200
552
$445K 0.01%
14,130
553
$445K 0.01%
39,697
-2,973
554
$444K 0.01%
7,272
+592
555
$438K 0.01%
766
+95
556
$438K 0.01%
1,260
-57
557
$437K 0.01%
3,000
558
$436K 0.01%
3,224
+995
559
$435K 0.01%
882
+782
560
$433K 0.01%
+23,587
561
$433K 0.01%
15,991
562
$433K 0.01%
12,621
-2,694
563
$431K 0.01%
3,088
+291
564
$427K 0.01%
10,311
565
$424K 0.01%
11,103
566
$423K 0.01%
2,724
-400
567
$421K 0.01%
24,584
568
$416K 0.01%
24,251
+3,560
569
$414K 0.01%
2,798
+393
570
$413K 0.01%
5,545
571
$411K 0.01%
3,670
+568
572
$410K 0.01%
41,500
+35,000
573
$404K 0.01%
79,985
574
$404K 0.01%
40,959
+24,666
575
$400K 0.01%
44,653
-10,765
21 22
23
24 25