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
876
$121K ﹤0.01%
703
+33
877
$121K ﹤0.01%
12,210
+2,210
878
$120K ﹤0.01%
2,381
879
$120K ﹤0.01%
12,300
+5,000
880
$120K ﹤0.01%
2,795
-100
881
$119K ﹤0.01%
1,108
-240
882
$118K ﹤0.01%
605
883
$118K ﹤0.01%
1,484
884
$117K ﹤0.01%
886
885
$117K ﹤0.01%
12,047
886
$116K ﹤0.01%
5,068
+1,610
887
$115K ﹤0.01%
12,740
888
$115K ﹤0.01%
1,000
889
$114K ﹤0.01%
503
+150
890
$113K ﹤0.01%
1,450
891
$113K ﹤0.01%
37,569
892
$113K ﹤0.01%
+11,800
893
$111K ﹤0.01%
+11,250
894
$110K ﹤0.01%
6,500
+4,000
895
$110K ﹤0.01%
2,498
896
$110K ﹤0.01%
+11,107
897
$109K ﹤0.01%
2,250
+1,000
898
$109K ﹤0.01%
1,379
-1,200
899
$109K ﹤0.01%
+8,900
900
$109K ﹤0.01%
+11,000
34 35
36
37 38