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
1301
$27K ﹤0.01%
572
1302
$27K ﹤0.01%
600
1303
$27K ﹤0.01%
335
1304
$27K ﹤0.01%
1,388
1305
$27K ﹤0.01%
62
1306
$27K ﹤0.01%
85
-15
1307
$27K ﹤0.01%
465
-81
1308
$27K ﹤0.01%
2,700
1309
$27K ﹤0.01%
1,050
1310
$26K ﹤0.01%
414
1311
$26K ﹤0.01%
540
1312
$26K ﹤0.01%
+1,000
1313
$26K ﹤0.01%
594
-138
1314
$26K ﹤0.01%
219
1315
$26K ﹤0.01%
1,000
1316
$26K ﹤0.01%
440
1317
$26K ﹤0.01%
37,765
+250
1318
$26K ﹤0.01%
48,452
+300
1319
$26K ﹤0.01%
47,419
+1,000
1320
$26K ﹤0.01%
+2,700
1321
$26K ﹤0.01%
1,698
1322
$25K ﹤0.01%
456
1323
$25K ﹤0.01%
600
1324
$25K ﹤0.01%
500
1325
$25K ﹤0.01%
1,000
51 52
53
54 55