AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
76
$11.5M 0.3%
100,432
+25,179
77
$11.4M 0.3%
217,305
+17,905
78
$11.2M 0.29%
266,172
+55,259
79
$10.7M 0.28%
70,888
-368
80
$10.5M 0.27%
873,195
+21,066
81
$10.5M 0.27%
90,170
-6,149
82
$10.5M 0.27%
482,385
-238,384
83
$10.5M 0.27%
331,417
-115,441
84
$10.4M 0.27%
195,269
+31,065
85
$10.4M 0.27%
24,192
-135
86
$10.3M 0.27%
48,463
-72,360
87
$10.1M 0.26%
92,390
+3,424
88
$9.95M 0.26%
417,374
-200
89
$9.6M 0.25%
1,415,395
-244,272
90
$9.53M 0.25%
244,509
91
$9.17M 0.24%
173,897
+10,066
92
$9.15M 0.24%
125,895
-70
93
$9.14M 0.24%
672,348
-1,512
94
$9.04M 0.23%
179,039
+4,976
95
$9.02M 0.23%
466,062
-20,734
96
$9.01M 0.23%
340,880
+4,560
97
$8.93M 0.23%
272,394
+268,015
98
$8.9M 0.23%
52,579
+5,947
99
$8.83M 0.23%
243,302
+90,092
100
$8.65M 0.22%
199,595
2 3
4
5 6