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
1326
$25K ﹤0.01%
86
+84
1327
$25K ﹤0.01%
420
1328
$25K ﹤0.01%
441
1329
$25K ﹤0.01%
+1,000
1330
$25K ﹤0.01%
2,177
+1,000
1331
$25K ﹤0.01%
88
-79
1332
$25K ﹤0.01%
1,500
1333
$24K ﹤0.01%
496
1334
$24K ﹤0.01%
308
1335
$24K ﹤0.01%
800
1336
$24K ﹤0.01%
500
1337
$24K ﹤0.01%
478
-280
1338
$24K ﹤0.01%
216
1339
$24K ﹤0.01%
+184
1340
$24K ﹤0.01%
123
+101
1341
$24K ﹤0.01%
167
1342
$24K ﹤0.01%
+75
1343
$24K ﹤0.01%
+450
1344
$24K ﹤0.01%
1,822
-1,878
1345
$24K ﹤0.01%
+2,400
1346
$24K ﹤0.01%
25,153
+100
1347
$24K ﹤0.01%
600
1348
$23K ﹤0.01%
111
1349
$23K ﹤0.01%
244
1350
$23K ﹤0.01%
352
-100
52 53
54
55 56