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
701
$248K 0.01%
+12,000
702
$247K 0.01%
9,583
703
$246K 0.01%
840
-44
704
$245K 0.01%
15,000
705
$244K 0.01%
25,100
706
$243K 0.01%
1,548
+535
707
$242K 0.01%
+24,800
708
$241K 0.01%
24,800
+2,000
709
$240K 0.01%
+9,280
710
$239K 0.01%
6,290
-100
711
$239K 0.01%
24,100
+5,000
712
$237K 0.01%
476
713
$236K 0.01%
2,115
-104,400
714
$236K 0.01%
987
+182
715
$236K 0.01%
+23,400
716
$235K 0.01%
10,600
+4,300
717
$235K 0.01%
814
718
$234K 0.01%
5,141
719
$234K 0.01%
1,332
+62
720
$233K 0.01%
582,407
721
$232K 0.01%
1,177
+47
722
$232K 0.01%
25,450
+18,300
723
$231K 0.01%
+85,450
724
$230K 0.01%
26,788
725
$229K 0.01%
11,355
+170
27 28
29
30 31