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
726
$228K 0.01%
886
727
$226K 0.01%
+10,700
728
$225K 0.01%
90,567
729
$224K 0.01%
47,023
+13,500
730
$223K 0.01%
3,464
+610
731
$223K 0.01%
10,022
732
$223K 0.01%
8,470
+147
733
$223K 0.01%
22,678
+100
734
$219K 0.01%
3,218
+661
735
$218K 0.01%
15,356
+4,372
736
$218K 0.01%
22,335
737
$217K 0.01%
3,961
+1
738
$217K 0.01%
22,293
739
$216K 0.01%
3,807
+2,739
740
$215K 0.01%
+44,000
741
$214K 0.01%
2,375
742
$213K 0.01%
1,350
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743
$213K 0.01%
25,590
744
$211K 0.01%
5,936
+2,693
745
$210K 0.01%
266
746
$207K 0.01%
8,333
747
$206K 0.01%
20,789
748
$206K 0.01%
5,503
+468
749
$205K 0.01%
+20,713
750
$201K 0.01%
+20,100
28 29
30
31 32