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
676
$270K 0.01%
141
+8
677
$269K 0.01%
3,687
678
$269K 0.01%
+27,800
679
$268K 0.01%
27,600
680
$266K 0.01%
1,657
+65
681
$266K 0.01%
27,300
+2,300
682
$262K 0.01%
19,691
683
$261K 0.01%
2,313
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684
$260K 0.01%
3,162
-142
685
$260K 0.01%
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686
$260K 0.01%
+26,300
687
$258K 0.01%
3,515
-200
688
$258K 0.01%
2,306
+387
689
$257K 0.01%
1,589
+1,533
690
$257K 0.01%
1,521
-19
691
$256K 0.01%
+26,000
692
$255K 0.01%
1,754
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693
$255K 0.01%
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694
$255K 0.01%
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695
$254K 0.01%
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696
$253K 0.01%
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697
$253K 0.01%
5,100
+100
698
$252K 0.01%
3,575
-1,266
699
$251K 0.01%
+25,000
700
$249K 0.01%
1,935
+376
26 27
28
29 30