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
601
$358K 0.01%
39,841
+26,860
602
$357K 0.01%
10,898
603
$357K 0.01%
7,005
604
$357K 0.01%
3,821
605
$356K 0.01%
27,170
-2,000
606
$355K 0.01%
2,975
607
$355K 0.01%
5,650
608
$354K 0.01%
1,575
609
$351K 0.01%
36,000
610
$350K 0.01%
10,616
-122,989
611
$348K 0.01%
7,300
612
$348K 0.01%
35,993
613
$348K 0.01%
+35,157
614
$344K 0.01%
5,901
+480
615
$344K 0.01%
37,383
-250
616
$342K 0.01%
27,619
617
$340K 0.01%
35,077
-33,125
618
$339K 0.01%
3,483
619
$338K 0.01%
555
620
$337K 0.01%
4,751
621
$337K 0.01%
34,623
622
$336K 0.01%
34,629
+15,000
623
$335K 0.01%
13,200
+3,425
624
$334K 0.01%
8,595
625
$331K 0.01%
33,995
23 24
25
26 27