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
901
$109K ﹤0.01%
+11,000
902
$109K ﹤0.01%
+11,000
903
$107K ﹤0.01%
2,060
-250
904
$107K ﹤0.01%
1,200
905
$107K ﹤0.01%
3,153
906
$107K ﹤0.01%
+10,800
907
$106K ﹤0.01%
1,748
-25
908
$106K ﹤0.01%
10,900
909
$106K ﹤0.01%
+10,400
910
$105K ﹤0.01%
5,000
-18,500
911
$105K ﹤0.01%
10,810
912
$104K ﹤0.01%
1,422
-1,113
913
$104K ﹤0.01%
5,500
914
$104K ﹤0.01%
2,571
+1
915
$103K ﹤0.01%
5,000
916
$102K ﹤0.01%
4,600
917
$101K ﹤0.01%
2,106
-64
918
$101K ﹤0.01%
2,037
919
$101K ﹤0.01%
1,634
+2
920
$100K ﹤0.01%
10,098
+98
921
$100K ﹤0.01%
1,382
-23,998
922
$100K ﹤0.01%
+10,000
923
$100K ﹤0.01%
+10,095
924
$100K ﹤0.01%
+10,000
925
$100K ﹤0.01%
500
35 36
37
38 39