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
1451
$16K ﹤0.01%
200
1452
$16K ﹤0.01%
730
-50
1453
$16K ﹤0.01%
288
-436
1454
$16K ﹤0.01%
346
+2
1455
$16K ﹤0.01%
22,576
+600
1456
$16K ﹤0.01%
20,860
+1,000
1457
$16K ﹤0.01%
+1,655
1458
$15K ﹤0.01%
105
1459
$15K ﹤0.01%
621
1460
$15K ﹤0.01%
+506
1461
$15K ﹤0.01%
+67
1462
$15K ﹤0.01%
+292
1463
$15K ﹤0.01%
1,000
1464
$15K ﹤0.01%
1,000
1465
$15K ﹤0.01%
117
-257
1466
$15K ﹤0.01%
+670
1467
$15K ﹤0.01%
1,500
1468
$15K ﹤0.01%
+4,360
1469
$15K ﹤0.01%
+1,500
1470
$15K ﹤0.01%
1,500
1471
$15K ﹤0.01%
+1,500
1472
$15K ﹤0.01%
26,631
+2,600
1473
$15K ﹤0.01%
+254
1474
$14K ﹤0.01%
225
1475
$14K ﹤0.01%
925
57 58
59
60 61