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
1376
$21K ﹤0.01%
4,000
1377
$21K ﹤0.01%
320
+18
1378
$21K ﹤0.01%
1,250
1379
$21K ﹤0.01%
610
1380
$21K ﹤0.01%
500
1381
$21K ﹤0.01%
127
1382
$21K ﹤0.01%
450
1383
$21K ﹤0.01%
1,000
1384
$21K ﹤0.01%
500
1385
$21K ﹤0.01%
168
-36
1386
$20K ﹤0.01%
358
1387
$20K ﹤0.01%
288
1388
$20K ﹤0.01%
185
1389
$20K ﹤0.01%
+2,000
1390
$20K ﹤0.01%
+200
1391
$20K ﹤0.01%
261
+200
1392
$20K ﹤0.01%
1,000
1393
$20K ﹤0.01%
1,802
1394
$20K ﹤0.01%
29,684
+400
1395
$20K ﹤0.01%
+2,000
1396
$20K ﹤0.01%
+603
1397
$20K ﹤0.01%
30,752
+500
1398
$20K ﹤0.01%
+2,000
1399
$19K ﹤0.01%
+325
1400
$19K ﹤0.01%
614
54 55
56
57 58