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
1151
$48K ﹤0.01%
800
1152
$48K ﹤0.01%
4,813
1153
$48K ﹤0.01%
+5,000
1154
$48K ﹤0.01%
5,000
1155
$48K ﹤0.01%
5,000
1156
$47K ﹤0.01%
282
-353
1157
$47K ﹤0.01%
1,500
1158
$47K ﹤0.01%
1,313
+1,000
1159
$47K ﹤0.01%
1,579
-20,831
1160
$47K ﹤0.01%
382
1161
$47K ﹤0.01%
+4,900
1162
$46K ﹤0.01%
1,100
1163
$46K ﹤0.01%
+4,698
1164
$45K ﹤0.01%
846
1165
$45K ﹤0.01%
1,620
1166
$45K ﹤0.01%
1,966
1167
$45K ﹤0.01%
1,539
1168
$45K ﹤0.01%
+624
1169
$45K ﹤0.01%
2,115
+1,919
1170
$45K ﹤0.01%
714
+4
1171
$45K ﹤0.01%
285
1172
$45K ﹤0.01%
730
1173
$45K ﹤0.01%
+4,500
1174
$45K ﹤0.01%
+4,559
1175
$45K ﹤0.01%
+4,600
45 46
47
48 49