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
1026
$68K ﹤0.01%
7,000
1027
$68K ﹤0.01%
7,000
1028
$68K ﹤0.01%
30,000
1029
$68K ﹤0.01%
625
1030
$68K ﹤0.01%
340
+185
1031
$68K ﹤0.01%
6,999
1032
$67K ﹤0.01%
919
-80
1033
$67K ﹤0.01%
929
+205
1034
$67K ﹤0.01%
100
1035
$67K ﹤0.01%
971
-3,248
1036
$66K ﹤0.01%
1,026
1037
$66K ﹤0.01%
666
+16
1038
$66K ﹤0.01%
2,834
1039
$66K ﹤0.01%
1,000
1040
$66K ﹤0.01%
2,594
-412
1041
$66K ﹤0.01%
+6,700
1042
$65K ﹤0.01%
800
1043
$64K ﹤0.01%
2,000
1044
$64K ﹤0.01%
2,400
1045
$64K ﹤0.01%
1,750
1046
$63K ﹤0.01%
157
1047
$63K ﹤0.01%
6,443
1048
$62K ﹤0.01%
1,600
+1,500
1049
$62K ﹤0.01%
912
-780
1050
$62K ﹤0.01%
475
+24
40 41
42
43 44