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
626
$331K 0.01%
34,000
+15,000
627
$330K 0.01%
119,837
628
$330K 0.01%
22,779
629
$330K 0.01%
2,398
+1,445
630
$329K 0.01%
34,700
631
$329K 0.01%
+20,100
632
$326K 0.01%
33,000
+17,300
633
$325K 0.01%
32,801
+100
634
$324K 0.01%
2,508
635
$321K 0.01%
12,700
636
$319K 0.01%
787
-5
637
$319K 0.01%
13,275
+10,875
638
$319K 0.01%
32,500
639
$317K 0.01%
5,714
+2,022
640
$316K 0.01%
6,275
+125
641
$313K 0.01%
6,986
+2,654
642
$312K 0.01%
59,035
643
$311K 0.01%
7,586
644
$311K 0.01%
32,089
645
$310K 0.01%
2,144
+19
646
$309K 0.01%
+31,500
647
$309K 0.01%
3,278
+13
648
$307K 0.01%
790
649
$305K 0.01%
6,167
650
$304K 0.01%
4,000
24 25
26
27 28