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
1426
$18K ﹤0.01%
25,198
+600
1427
$18K ﹤0.01%
16,500
1428
$17K ﹤0.01%
50
+15
1429
$17K ﹤0.01%
450
1430
$17K ﹤0.01%
500
1431
$17K ﹤0.01%
337
1432
$17K ﹤0.01%
130
+104
1433
$17K ﹤0.01%
461
1434
$17K ﹤0.01%
210
1435
$17K ﹤0.01%
536
+1
1436
$17K ﹤0.01%
1,700
1437
$17K ﹤0.01%
+1,723
1438
$17K ﹤0.01%
1,700
1439
$17K ﹤0.01%
28,600
+700
1440
$17K ﹤0.01%
1,000
-12,110
1441
$16K ﹤0.01%
+85
1442
$16K ﹤0.01%
500
1443
$16K ﹤0.01%
+282
1444
$16K ﹤0.01%
24,395
+500
1445
$16K ﹤0.01%
+250
1446
$16K ﹤0.01%
595
+395
1447
$16K ﹤0.01%
+630
1448
$16K ﹤0.01%
400
1449
$16K ﹤0.01%
+457
1450
$16K ﹤0.01%
731
+250
56 57
58
59 60