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
1251
$32K ﹤0.01%
400
1252
$32K ﹤0.01%
175
1253
$32K ﹤0.01%
533
1254
$32K ﹤0.01%
425
1255
$32K ﹤0.01%
496
+176
1256
$32K ﹤0.01%
450
1257
$32K ﹤0.01%
+3,256
1258
$32K ﹤0.01%
3,300
1259
$32K ﹤0.01%
53,700
+1,000
1260
$32K ﹤0.01%
+3,190
1261
$31K ﹤0.01%
538
1262
$31K ﹤0.01%
498
+27
1263
$31K ﹤0.01%
800
1264
$31K ﹤0.01%
+500
1265
$31K ﹤0.01%
248
+117
1266
$31K ﹤0.01%
3,200
1267
$30K ﹤0.01%
660
1268
$30K ﹤0.01%
+300
1269
$30K ﹤0.01%
+3,000
1270
$30K ﹤0.01%
+3,000
1271
$30K ﹤0.01%
+3,003
1272
$30K ﹤0.01%
+3,000
1273
$30K ﹤0.01%
3,000
+1,000
1274
$30K ﹤0.01%
25,898
+200
1275
$30K ﹤0.01%
361
+161
49 50
51
52 53