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
926
$100K ﹤0.01%
+10,100
927
$100K ﹤0.01%
+10,200
928
$99K ﹤0.01%
2,218
+41
929
$99K ﹤0.01%
980
930
$99K ﹤0.01%
10,000
931
$99K ﹤0.01%
+10,000
932
$99K ﹤0.01%
+10,000
933
$99K ﹤0.01%
10,000
934
$99K ﹤0.01%
+10,005
935
$99K ﹤0.01%
+10,000
936
$98K ﹤0.01%
1,781
937
$98K ﹤0.01%
2,313
+1,730
938
$98K ﹤0.01%
10,100
939
$98K ﹤0.01%
10,000
940
$97K ﹤0.01%
+10,000
941
$97K ﹤0.01%
668
942
$97K ﹤0.01%
+9,800
943
$96K ﹤0.01%
1,150
944
$96K ﹤0.01%
+10,000
945
$95K ﹤0.01%
2,879
946
$95K ﹤0.01%
1,312
+4
947
$95K ﹤0.01%
10,000
948
$95K ﹤0.01%
157
-12
949
$95K ﹤0.01%
4,500
950
$95K ﹤0.01%
1,000
36 37
38
39 40