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
776
$182K ﹤0.01%
18,282
777
$182K ﹤0.01%
+18,679
778
$179K ﹤0.01%
4,109
+3,491
779
$178K ﹤0.01%
734
780
$178K ﹤0.01%
+2,524
781
$178K ﹤0.01%
+17,981
782
$177K ﹤0.01%
+182
783
$177K ﹤0.01%
18,028
+10,880
784
$176K ﹤0.01%
+2,567
785
$176K ﹤0.01%
18,098
786
$175K ﹤0.01%
+17,816
787
$174K ﹤0.01%
1,850
-399
788
$172K ﹤0.01%
3,540
+3,176
789
$172K ﹤0.01%
+38
790
$171K ﹤0.01%
819
791
$171K ﹤0.01%
17,400
792
$171K ﹤0.01%
5,824
793
$170K ﹤0.01%
+17,000
794
$169K ﹤0.01%
17,300
+1,100
795
$167K ﹤0.01%
3,761
796
$167K ﹤0.01%
4,823
797
$167K ﹤0.01%
+16,858
798
$166K ﹤0.01%
4,638
+741
799
$165K ﹤0.01%
808
800
$165K ﹤0.01%
16,805
+1,000
30 31
32
33 34