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
1051
$62K ﹤0.01%
+6,300
1052
$62K ﹤0.01%
6,300
1053
$62K ﹤0.01%
6,300
1054
$62K ﹤0.01%
6,200
1055
$61K ﹤0.01%
+3,800
1056
$61K ﹤0.01%
2,750
1057
$61K ﹤0.01%
777
+106
1058
$61K ﹤0.01%
5,000
1059
$61K ﹤0.01%
1,000
1060
$61K ﹤0.01%
6,300
1061
$61K ﹤0.01%
6,300
1062
$60K ﹤0.01%
+2,700
1063
$60K ﹤0.01%
2,304
1064
$60K ﹤0.01%
+56,250
1065
$60K ﹤0.01%
2,000
1066
$60K ﹤0.01%
2,649
+1,911
1067
$59K ﹤0.01%
940
+40
1068
$59K ﹤0.01%
+6,000
1069
$59K ﹤0.01%
6,000
1070
$59K ﹤0.01%
+3,000
1071
$58K ﹤0.01%
6,000
1072
$58K ﹤0.01%
6,000
1073
$58K ﹤0.01%
400
+50
1074
$58K ﹤0.01%
1,497
1075
$58K ﹤0.01%
334
41 42
43
44 45