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
1601
$10K ﹤0.01%
1,000
1602
$10K ﹤0.01%
223
1603
$10K ﹤0.01%
+1,000
1604
$9K ﹤0.01%
347
1605
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165
1606
$9K ﹤0.01%
280
1607
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228
1608
$9K ﹤0.01%
200
1609
$9K ﹤0.01%
150
1610
$9K ﹤0.01%
30
1611
$9K ﹤0.01%
500
1612
$9K ﹤0.01%
70
+10
1613
$9K ﹤0.01%
16
1614
$9K ﹤0.01%
+68
1615
$9K ﹤0.01%
103
1616
$9K ﹤0.01%
184
1617
$9K ﹤0.01%
+93
1618
$9K ﹤0.01%
50
1619
$9K ﹤0.01%
+45
1620
$9K ﹤0.01%
5,000
1621
$9K ﹤0.01%
+5,000
1622
$9K ﹤0.01%
+244
1623
$9K ﹤0.01%
4,504
-20,000
1624
$9K ﹤0.01%
928
+628
1625
$9K ﹤0.01%
13,455