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
1551
$11K ﹤0.01%
200
1552
$11K ﹤0.01%
75
1553
$11K ﹤0.01%
550
1554
$11K ﹤0.01%
227
-200
1555
$11K ﹤0.01%
+17,948
1556
$11K ﹤0.01%
1,100
+400
1557
$11K ﹤0.01%
1,100
+100
1558
$11K ﹤0.01%
+62
1559
$11K ﹤0.01%
+71
1560
$11K ﹤0.01%
11,600
+100
1561
$11K ﹤0.01%
+1,100
1562
$11K ﹤0.01%
+1,100
1563
$11K ﹤0.01%
14,839
1564
$11K ﹤0.01%
16,866
+200
1565
$11K ﹤0.01%
13,698
+200
1566
$11K ﹤0.01%
525
1567
$11K ﹤0.01%
39
1568
$10K ﹤0.01%
1,000
1569
$10K ﹤0.01%
250
1570
$10K ﹤0.01%
257
1571
$10K ﹤0.01%
50
1572
$10K ﹤0.01%
1,579
1573
$10K ﹤0.01%
200
1574
$10K ﹤0.01%
300
1575
$10K ﹤0.01%
+199
61 62
63
64 65