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
751
$200K 0.01%
+20,100
752
$199K 0.01%
+1,005
753
$198K 0.01%
12,500
754
$198K 0.01%
1,179
755
$198K 0.01%
+20,028
756
$197K 0.01%
+19,400
757
$196K 0.01%
3,000
758
$195K 0.01%
10,808
-777
759
$195K 0.01%
+8,900
760
$193K 0.01%
19,583
+1,500
761
$193K 0.01%
+19,350
762
$191K ﹤0.01%
6,937
763
$191K ﹤0.01%
600
764
$191K ﹤0.01%
+19,299
765
$190K ﹤0.01%
+6,698
766
$188K ﹤0.01%
3,221
767
$188K ﹤0.01%
2,372
-490
768
$188K ﹤0.01%
13,460
-1,119,845
769
$185K ﹤0.01%
2,301
+1,605
770
$185K ﹤0.01%
2,718
+2,098
771
$184K ﹤0.01%
2,346
+372
772
$184K ﹤0.01%
775
773
$183K ﹤0.01%
+2,771
774
$182K ﹤0.01%
725
-50
775
$182K ﹤0.01%
1,894
-21,088
29 30
31
32 33