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
851
$135K ﹤0.01%
13,900
+3,900
852
$134K ﹤0.01%
797
853
$133K ﹤0.01%
5,574
854
$133K ﹤0.01%
1,241
-384
855
$133K ﹤0.01%
8,419
+5,619
856
$132K ﹤0.01%
2,196
-104
857
$132K ﹤0.01%
8,456
858
$131K ﹤0.01%
986
+1
859
$130K ﹤0.01%
13,305
860
$127K ﹤0.01%
2,450
-700
861
$127K ﹤0.01%
+5,000
862
$127K ﹤0.01%
12,700
863
$126K ﹤0.01%
4,454
+1,469
864
$126K ﹤0.01%
+12,724
865
$125K ﹤0.01%
2,857
+172
866
$125K ﹤0.01%
6,700
+500
867
$125K ﹤0.01%
2,857
868
$123K ﹤0.01%
2,650
869
$123K ﹤0.01%
1,895
870
$123K ﹤0.01%
+12,400
871
$122K ﹤0.01%
2,536
872
$122K ﹤0.01%
805
-30
873
$122K ﹤0.01%
+12,316
874
$121K ﹤0.01%
1,700
-38
875
$121K ﹤0.01%
13,809
33 34
35
36 37