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
951
$94K ﹤0.01%
1,500
952
$94K ﹤0.01%
3,499
953
$94K ﹤0.01%
1,750
-29,988
954
$94K ﹤0.01%
+1,869
955
$93K ﹤0.01%
3,380
956
$93K ﹤0.01%
1,000
+250
957
$93K ﹤0.01%
955
958
$91K ﹤0.01%
9,375
959
$90K ﹤0.01%
1,040
-530
960
$90K ﹤0.01%
1,479
-20
961
$90K ﹤0.01%
+2,325
962
$90K ﹤0.01%
232
+99
963
$88K ﹤0.01%
442
964
$87K ﹤0.01%
11,024
965
$87K ﹤0.01%
2,000
-4,600
966
$87K ﹤0.01%
1,187
+100
967
$86K ﹤0.01%
2,054
+266
968
$85K ﹤0.01%
4,504
969
$85K ﹤0.01%
+1,000
970
$85K ﹤0.01%
500
971
$85K ﹤0.01%
901
+47
972
$85K ﹤0.01%
176,695
+1,000
973
$85K ﹤0.01%
8,800
974
$84K ﹤0.01%
1,046
-305
975
$84K ﹤0.01%
6,390
37 38
39
40 41