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
1176
$44K ﹤0.01%
280
1177
$44K ﹤0.01%
625
1178
$44K ﹤0.01%
590
1179
$44K ﹤0.01%
4,458
-2,542
1180
$44K ﹤0.01%
900
1181
$43K ﹤0.01%
3,000
1182
$43K ﹤0.01%
1,585
1183
$43K ﹤0.01%
96
1184
$43K ﹤0.01%
316
+216
1185
$42K ﹤0.01%
+1,500
1186
$42K ﹤0.01%
2,325
+3
1187
$42K ﹤0.01%
1,000
1188
$42K ﹤0.01%
300
-100
1189
$42K ﹤0.01%
160
+10
1190
$42K ﹤0.01%
+4,300
1191
$42K ﹤0.01%
+35,800
1192
$41K ﹤0.01%
2,500
1193
$41K ﹤0.01%
585
+24
1194
$41K ﹤0.01%
1,303
-300
1195
$41K ﹤0.01%
1,411
-18,797
1196
$40K ﹤0.01%
1,200
1197
$40K ﹤0.01%
1,325
+47
1198
$40K ﹤0.01%
1,325
1199
$40K ﹤0.01%
600
1200
$40K ﹤0.01%
1,117
46 47
48
49 50