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
101
$8.63M 0.22%
385,825
+5,871
102
$8.43M 0.22%
48,680
103
$8.34M 0.22%
302,746
+4,911
104
$8.32M 0.21%
175,882
+127,538
105
$8.29M 0.21%
266,010
-105,316
106
$8.27M 0.21%
81,237
107
$8.25M 0.21%
134,351
-73,519
108
$8.06M 0.21%
17,932
+506
109
$7.95M 0.21%
184,900
+4,188
110
$7.88M 0.2%
91,691
+302
111
$7.76M 0.2%
3,747,135
112
$7.68M 0.2%
+122,330
113
$7.46M 0.19%
18,085
-2,431
114
$7.4M 0.19%
62,633
+4,561
115
$7.39M 0.19%
1,028,658
+133,588
116
$7.28M 0.19%
+185,430
117
$7.18M 0.19%
352,214
+20,467
118
$7.16M 0.19%
2,754,338
-21,192
119
$6.8M 0.18%
115,227
+12,880
120
$6.76M 0.17%
123,873
+27,753
121
$6.71M 0.17%
124,170
+283
122
$6.63M 0.17%
370,116
+107,856
123
$6.54M 0.17%
33,708
+872
124
$6.5M 0.17%
24,965
+2,238
125
$6.5M 0.17%
116,124
+12,558
3 4
5
6 7