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
1501
$14K ﹤0.01%
+1,404
1502
$14K ﹤0.01%
1,400
+1,100
1503
$14K ﹤0.01%
1,400
1504
$13K ﹤0.01%
123
-127
1505
$13K ﹤0.01%
157
-98
1506
$13K ﹤0.01%
+3
1507
$13K ﹤0.01%
475
1508
$13K ﹤0.01%
145
1509
$13K ﹤0.01%
183
1510
$13K ﹤0.01%
250
1511
$13K ﹤0.01%
210
1512
$13K ﹤0.01%
765
1513
$13K ﹤0.01%
769
1514
$13K ﹤0.01%
+250
1515
$13K ﹤0.01%
+500
1516
$13K ﹤0.01%
208
1517
$13K ﹤0.01%
42
+28
1518
$13K ﹤0.01%
71
1519
$13K ﹤0.01%
20,339
+500
1520
$13K ﹤0.01%
12,750
1521
$13K ﹤0.01%
+1,307
1522
$12K ﹤0.01%
442
1523
$12K ﹤0.01%
+220
1524
$12K ﹤0.01%
+630
1525
$12K ﹤0.01%
+77
59 60
61
62 63