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
1276
$30K ﹤0.01%
+3,000
1277
$29K ﹤0.01%
39
+12
1278
$29K ﹤0.01%
490
-121
1279
$29K ﹤0.01%
280
1280
$29K ﹤0.01%
472
+448
1281
$29K ﹤0.01%
1,659
1282
$29K ﹤0.01%
+206
1283
$29K ﹤0.01%
345
+1
1284
$29K ﹤0.01%
+3,000
1285
$29K ﹤0.01%
163
1286
$29K ﹤0.01%
49,309
+3,000
1287
$29K ﹤0.01%
200
1288
$29K ﹤0.01%
+400
1289
$29K ﹤0.01%
+2,900
1290
$29K ﹤0.01%
+3,000
1291
$29K ﹤0.01%
+3,000
1292
$29K ﹤0.01%
4,000
1293
$29K ﹤0.01%
+3,000
1294
$29K ﹤0.01%
+3,000
1295
$28K ﹤0.01%
809
+209
1296
$28K ﹤0.01%
+663
1297
$28K ﹤0.01%
958
1298
$28K ﹤0.01%
490
1299
$28K ﹤0.01%
560
1300
$28K ﹤0.01%
2,800
50 51
52
53 54