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
1351
$23K ﹤0.01%
689
1352
$23K ﹤0.01%
+2,333
1353
$23K ﹤0.01%
70
-63
1354
$23K ﹤0.01%
+546
1355
$23K ﹤0.01%
740
+64
1356
$23K ﹤0.01%
385
1357
$23K ﹤0.01%
180
1358
$23K ﹤0.01%
600
1359
$23K ﹤0.01%
2,400
1360
$22K ﹤0.01%
568
1361
$22K ﹤0.01%
600
1362
$22K ﹤0.01%
230
1363
$22K ﹤0.01%
614
1364
$22K ﹤0.01%
718
1365
$22K ﹤0.01%
+1,000
1366
$22K ﹤0.01%
34,200
+100
1367
$21K ﹤0.01%
236
+198
1368
$21K ﹤0.01%
30
1369
$21K ﹤0.01%
903
1370
$21K ﹤0.01%
15,244
+300
1371
$21K ﹤0.01%
+47
1372
$21K ﹤0.01%
577
1373
$21K ﹤0.01%
+406
1374
$21K ﹤0.01%
400
1375
$21K ﹤0.01%
301
53 54
55
56 57