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
576
$396K 0.01%
6,565
+805
577
$396K 0.01%
+40,000
578
$395K 0.01%
23,221
-21,173
579
$394K 0.01%
+40,000
580
$393K 0.01%
5,160
+70
581
$392K 0.01%
23,106
-35,979
582
$389K 0.01%
3,784
+64
583
$389K 0.01%
1,373
+25
584
$389K 0.01%
5,275
+250
585
$387K 0.01%
11,587
+1,687
586
$386K 0.01%
5,221
-562
587
$386K 0.01%
39,838
588
$381K 0.01%
7,700
589
$380K 0.01%
39,140
+300
590
$379K 0.01%
1,400
591
$372K 0.01%
28,454
592
$372K 0.01%
38,511
+11
593
$369K 0.01%
90,355
594
$367K 0.01%
1,381
-9
595
$367K 0.01%
4,259
+2,571
596
$364K 0.01%
37,329
+2,000
597
$361K 0.01%
5,854
-370
598
$361K 0.01%
+2,460
599
$361K 0.01%
+36,700
600
$360K 0.01%
9,450
-910
22 23
24
25 26