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
1401
$19K ﹤0.01%
259
-71
1402
$19K ﹤0.01%
186
1403
$19K ﹤0.01%
800
1404
$19K ﹤0.01%
+179
1405
$19K ﹤0.01%
1
1406
$19K ﹤0.01%
2,000
1407
$19K ﹤0.01%
+2,000
1408
$19K ﹤0.01%
2,000
1409
$18K ﹤0.01%
+62
1410
$18K ﹤0.01%
823
1411
$18K ﹤0.01%
1,140
-18,331
1412
$18K ﹤0.01%
+409
1413
$18K ﹤0.01%
+840
1414
$18K ﹤0.01%
116
1415
$18K ﹤0.01%
805
1416
$18K ﹤0.01%
200
1417
$18K ﹤0.01%
400
1418
$18K ﹤0.01%
100
1419
$18K ﹤0.01%
96
+11
1420
$18K ﹤0.01%
630
-635
1421
$18K ﹤0.01%
+351
1422
$18K ﹤0.01%
1,354
-675
1423
$18K ﹤0.01%
2,500
1424
$18K ﹤0.01%
1,800
1425
$18K ﹤0.01%
36,647
+1,000
55 56
57
58 59