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
1001
$77K ﹤0.01%
1,012
-29
1002
$77K ﹤0.01%
913
1003
$76K ﹤0.01%
970
1004
$76K ﹤0.01%
1,700
1005
$76K ﹤0.01%
7,809
+300
1006
$76K ﹤0.01%
+4,000
1007
$75K ﹤0.01%
600
1008
$75K ﹤0.01%
549
-84
1009
$75K ﹤0.01%
+1,302
1010
$75K ﹤0.01%
7,599
+4,699
1011
$74K ﹤0.01%
174
+73
1012
$74K ﹤0.01%
7,635
+4,700
1013
$72K ﹤0.01%
7,400
1014
$71K ﹤0.01%
3,099
1015
$71K ﹤0.01%
1,518
1016
$71K ﹤0.01%
283
+100
1017
$70K ﹤0.01%
648
-489
1018
$70K ﹤0.01%
347
1019
$70K ﹤0.01%
7,229
+2,200
1020
$70K ﹤0.01%
+7,100
1021
$69K ﹤0.01%
898
+2
1022
$69K ﹤0.01%
626
+595
1023
$69K ﹤0.01%
340
1024
$69K ﹤0.01%
7,100
1025
$68K ﹤0.01%
7,000