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
1076
$58K ﹤0.01%
6,500
1077
$58K ﹤0.01%
450
1078
$58K ﹤0.01%
8,800
-1,000
1079
$58K ﹤0.01%
+5,900
1080
$58K ﹤0.01%
466
1081
$58K ﹤0.01%
788
1082
$58K ﹤0.01%
600
1083
$58K ﹤0.01%
+5,900
1084
$57K ﹤0.01%
330
1085
$57K ﹤0.01%
3,331
1086
$57K ﹤0.01%
+6,000
1087
$57K ﹤0.01%
3,526
1088
$57K ﹤0.01%
1,906
-522
1089
$57K ﹤0.01%
12,852
+281
1090
$56K ﹤0.01%
1,541
+3
1091
$56K ﹤0.01%
1,065
1092
$56K ﹤0.01%
485
+417
1093
$56K ﹤0.01%
288
1094
$55K ﹤0.01%
788
+30
1095
$55K ﹤0.01%
5,675
1096
$55K ﹤0.01%
1,200
1097
$55K ﹤0.01%
1,000
1098
$54K ﹤0.01%
660
1099
$54K ﹤0.01%
1,100
1100
$54K ﹤0.01%
262
42 43
44
45 46