AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
51
$18.4M 0.47%
1,353,617
+121,142
52
$18.1M 0.47%
509,581
+14,396
53
$17.9M 0.46%
175,494
+1,085
54
$17.3M 0.45%
48,223
+5,555
55
$17M 0.44%
190,453
-434
56
$16.7M 0.43%
+1,458,940
57
$16.1M 0.42%
1,000,473
-33,531
58
$15.8M 0.41%
106,967
+4,378
59
$15.8M 0.41%
1,558,833
-16,408
60
$15.6M 0.4%
1,384,006
-192,439
61
$15.5M 0.4%
461,689
+62,025
62
$15.2M 0.39%
414,201
+71,834
63
$14.8M 0.38%
180,988
+14,627
64
$14.8M 0.38%
347,057
+4,897
65
$14.5M 0.37%
484,965
+2,533
66
$14.4M 0.37%
+552,430
67
$14.2M 0.37%
40,767
+1,056
68
$13.5M 0.35%
168,478
+38,366
69
$13.5M 0.35%
76,380
+2,325
70
$13.4M 0.35%
176,476
+2,552
71
$13.4M 0.35%
724,340
+10,950
72
$13.4M 0.35%
61,172
+343
73
$13.1M 0.34%
142,029
-14,781
74
$11.7M 0.3%
87,560
+4,220
75
$11.7M 0.3%
+252,424
1 2
3
4 5