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
1526
$12K ﹤0.01%
700
1527
$12K ﹤0.01%
+262
1528
$12K ﹤0.01%
666
1529
$12K ﹤0.01%
+174
1530
$12K ﹤0.01%
50
1531
$12K ﹤0.01%
23
-48
1532
$12K ﹤0.01%
17,548
+706
1533
$12K ﹤0.01%
+12,150
1534
$12K ﹤0.01%
+680
1535
$12K ﹤0.01%
400
1536
$12K ﹤0.01%
+1,240
1537
$12K ﹤0.01%
250,000
1538
$11K ﹤0.01%
16
1539
$11K ﹤0.01%
341
1540
$11K ﹤0.01%
+270
1541
$11K ﹤0.01%
263
1542
$11K ﹤0.01%
750
1543
$11K ﹤0.01%
117
1544
$11K ﹤0.01%
304
+220
1545
$11K ﹤0.01%
23
-4
1546
$11K ﹤0.01%
27
1547
$11K ﹤0.01%
1,386
1548
$11K ﹤0.01%
32
1549
$11K ﹤0.01%
300
1550
$11K ﹤0.01%
1
60 61
62
63 64