AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
1126
$50K ﹤0.01%
850
1127
$50K ﹤0.01%
+5,000
1128
$50K ﹤0.01%
+5,000
1129
$50K ﹤0.01%
+5,000
1130
$50K ﹤0.01%
5,200
1131
$49K ﹤0.01%
1,500
1132
$49K ﹤0.01%
2,076
1133
$49K ﹤0.01%
800
1134
$49K ﹤0.01%
430
1135
$49K ﹤0.01%
600
1136
$49K ﹤0.01%
3,100
+600
1137
$49K ﹤0.01%
700
-60
1138
$49K ﹤0.01%
558
+30
1139
$49K ﹤0.01%
+5,000
1140
$49K ﹤0.01%
5,000
1141
$49K ﹤0.01%
+5,000
1142
$49K ﹤0.01%
+5,000
1143
$49K ﹤0.01%
+5,000
1144
$49K ﹤0.01%
5,000
1145
$49K ﹤0.01%
5,000
1146
$49K ﹤0.01%
+5,000
1147
$49K ﹤0.01%
+5,024
1148
$49K ﹤0.01%
5,000
1149
$49K ﹤0.01%
5,000
1150
$48K ﹤0.01%
1,091
44 45
46
47 48