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
651
$304K 0.01%
5,952
652
$304K 0.01%
+31,459
653
$300K 0.01%
11,550
-350
654
$296K 0.01%
+30,000
655
$295K 0.01%
1,200
656
$294K 0.01%
612
-94
657
$292K 0.01%
6,600
658
$290K 0.01%
9,717
+40
659
$290K 0.01%
+29,310
660
$289K 0.01%
2,873
+438
661
$289K 0.01%
29,600
662
$285K 0.01%
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663
$284K 0.01%
3,966
+3,036
664
$282K 0.01%
5,505
+5,413
665
$281K 0.01%
+29,010
666
$280K 0.01%
4,009
-753
667
$280K 0.01%
2,732
668
$280K 0.01%
28,600
669
$278K 0.01%
5,544
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670
$277K 0.01%
2,448
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671
$273K 0.01%
6,580
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672
$273K 0.01%
28,071
+1,000
673
$272K 0.01%
18,342
674
$271K 0.01%
3,400
675
$271K 0.01%
9,138
+5,084
25 26
27
28 29