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
1476
$14K ﹤0.01%
480
1477
$14K ﹤0.01%
100
1478
$14K ﹤0.01%
1,320
1479
$14K ﹤0.01%
167
1480
$14K ﹤0.01%
1,000
1481
$14K ﹤0.01%
+205
1482
$14K ﹤0.01%
71
1483
$14K ﹤0.01%
1,000
1484
$14K ﹤0.01%
300
1485
$14K ﹤0.01%
1,896
1486
$14K ﹤0.01%
1,500
1487
$14K ﹤0.01%
270
1488
$14K ﹤0.01%
300
1489
$14K ﹤0.01%
204
1490
$14K ﹤0.01%
477
1491
$14K ﹤0.01%
10
1492
$14K ﹤0.01%
902
1493
$14K ﹤0.01%
214
+46
1494
$14K ﹤0.01%
753
1495
$14K ﹤0.01%
1,000
1496
$14K ﹤0.01%
22,551
+1,000
1497
$14K ﹤0.01%
84
-19
1498
$14K ﹤0.01%
25,168
+100
1499
$14K ﹤0.01%
24,976
+540
1500
$14K ﹤0.01%
+1,400
58 59
60
61 62