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
1101
$54K ﹤0.01%
2,984
+2,490
1102
$54K ﹤0.01%
+750
1103
$54K ﹤0.01%
276
+20
1104
$54K ﹤0.01%
13,982
+340
1105
$54K ﹤0.01%
702
-73
1106
$53K ﹤0.01%
+5,400
1107
$53K ﹤0.01%
1,530
+249
1108
$53K ﹤0.01%
3,000
+1,000
1109
$53K ﹤0.01%
+5,400
1110
$53K ﹤0.01%
1,400
1111
$53K ﹤0.01%
4,382
+1,632
1112
$52K ﹤0.01%
1,750
1113
$52K ﹤0.01%
200
1114
$52K ﹤0.01%
920
1115
$52K ﹤0.01%
684
+480
1116
$52K ﹤0.01%
365
1117
$52K ﹤0.01%
+5,213
1118
$52K ﹤0.01%
5,343
+300
1119
$51K ﹤0.01%
864
1120
$51K ﹤0.01%
500
1121
$51K ﹤0.01%
+5,100
1122
$51K ﹤0.01%
500
-8
1123
$51K ﹤0.01%
+5,270
1124
$50K ﹤0.01%
+3,900
1125
$50K ﹤0.01%
525
+200
43 44
45
46 47