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
801
$164K ﹤0.01%
233
802
$164K ﹤0.01%
1,250
-43,335
803
$162K ﹤0.01%
8,000
804
$160K ﹤0.01%
3,344
-3,552
805
$160K ﹤0.01%
801
806
$158K ﹤0.01%
867
807
$158K ﹤0.01%
4,390
-250
808
$158K ﹤0.01%
475
809
$158K ﹤0.01%
2,392
810
$157K ﹤0.01%
933
-25
811
$157K ﹤0.01%
+15,800
812
$156K ﹤0.01%
4,625
813
$156K ﹤0.01%
16,002
814
$155K ﹤0.01%
3,049
+614
815
$155K ﹤0.01%
1,700
816
$155K ﹤0.01%
+15,806
817
$155K ﹤0.01%
15,900
818
$153K ﹤0.01%
1,332
819
$153K ﹤0.01%
2,651
820
$152K ﹤0.01%
3,850
-500
821
$152K ﹤0.01%
+15,381
822
$151K ﹤0.01%
910
823
$151K ﹤0.01%
4,795
+1,040
824
$151K ﹤0.01%
+519
825
$151K ﹤0.01%
+15,000
31 32
33
34 35