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
126
$6.48M 0.17%
+82,595
127
$6.45M 0.17%
1,009,740
+1,000
128
$6.42M 0.17%
53,462
+17,604
129
$6.39M 0.17%
191,154
-941
130
$6.32M 0.16%
28,459
+452
131
$6.26M 0.16%
249,128
+49,482
132
$6.26M 0.16%
28,109
+495
133
$6.23M 0.16%
149,415
-33,050
134
$6.21M 0.16%
133,954
+611
135
$6.2M 0.16%
551,998
+158,038
136
$6.19M 0.16%
42,207
+409
137
$6.12M 0.16%
63,928
-18,282
138
$6.11M 0.16%
237,877
139
$6.09M 0.16%
145,352
+29,652
140
$5.99M 0.15%
109,765
-19,790
141
$5.92M 0.15%
55,347
+12,291
142
$5.75M 0.15%
57,827
-5,890
143
$5.74M 0.15%
52,933
+22,791
144
$5.69M 0.15%
309,643
+6,975
145
$5.64M 0.15%
134,752
+71,369
146
$5.61M 0.14%
482,674
147
$5.56M 0.14%
298,365
+2,687
148
$5.53M 0.14%
356,765
+26,159
149
$5.5M 0.14%
109,637
-52,638
150
$5.44M 0.14%
181,003
-14,804
4 5
6
7 8