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
826
$150K ﹤0.01%
15,989
827
$149K ﹤0.01%
1,294
+344
828
$149K ﹤0.01%
+15,100
829
$149K ﹤0.01%
+15,000
830
$149K ﹤0.01%
+15,000
831
$149K ﹤0.01%
15,000
832
$148K ﹤0.01%
1,163
833
$148K ﹤0.01%
15,200
834
$148K ﹤0.01%
+15,000
835
$148K ﹤0.01%
15,200
836
$147K ﹤0.01%
2,472
837
$147K ﹤0.01%
+15,100
838
$146K ﹤0.01%
4,300
839
$146K ﹤0.01%
15,000
840
$146K ﹤0.01%
15,000
841
$144K ﹤0.01%
9,688
842
$143K ﹤0.01%
+9,773
843
$142K ﹤0.01%
710
844
$142K ﹤0.01%
3,449
845
$142K ﹤0.01%
5,468
+1,032
846
$142K ﹤0.01%
+14,370
847
$142K ﹤0.01%
+14,400
848
$140K ﹤0.01%
1,243
+74
849
$139K ﹤0.01%
1,933
850
$137K ﹤0.01%
2,577
-4
32 33
34
35 36