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
1201
$40K ﹤0.01%
1,584
+4
1202
$40K ﹤0.01%
10
-809
1203
$40K ﹤0.01%
4,152
1204
$40K ﹤0.01%
+4,067
1205
$39K ﹤0.01%
1,300
-625
1206
$39K ﹤0.01%
1,436
1207
$39K ﹤0.01%
71,066
+1,000
1208
$39K ﹤0.01%
+4,000
1209
$38K ﹤0.01%
103
1210
$38K ﹤0.01%
3,935
-1,600
1211
$38K ﹤0.01%
3,332
1212
$38K ﹤0.01%
435
1213
$38K ﹤0.01%
3,904
1214
$38K ﹤0.01%
6,000
+1,000
1215
$38K ﹤0.01%
320
+79
1216
$37K ﹤0.01%
390
-23,680
1217
$37K ﹤0.01%
1,576
1218
$37K ﹤0.01%
300
1219
$36K ﹤0.01%
+3,600
1220
$36K ﹤0.01%
350
1221
$36K ﹤0.01%
+3,601
1222
$36K ﹤0.01%
600
1223
$36K ﹤0.01%
1,000
1224
$36K ﹤0.01%
1,011
+4
1225
$36K ﹤0.01%
508
47 48
49
50 51