AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1576
$10K ﹤0.01%
300
1577
$10K ﹤0.01%
+28
1578
$10K ﹤0.01%
43
-43
1579
$10K ﹤0.01%
+2
1580
$10K ﹤0.01%
+1,000
1581
$10K ﹤0.01%
388
1582
$10K ﹤0.01%
1,078
1583
$10K ﹤0.01%
+167
1584
$10K ﹤0.01%
88
1585
$10K ﹤0.01%
500
1586
$10K ﹤0.01%
251
1587
$10K ﹤0.01%
800
1588
$10K ﹤0.01%
+1,000
1589
$10K ﹤0.01%
+18,350
1590
$10K ﹤0.01%
1,000
1591
$10K ﹤0.01%
+1,013
1592
$10K ﹤0.01%
+1,000
1593
$10K ﹤0.01%
+1,000
1594
$10K ﹤0.01%
975
1595
$10K ﹤0.01%
+1,000
1596
$10K ﹤0.01%
+1,068
1597
$10K ﹤0.01%
13,279
1598
$10K ﹤0.01%
1,000
1599
$10K ﹤0.01%
+1,000
1600
$10K ﹤0.01%
+1,000
62 63
64
65 66