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
1626
$9K ﹤0.01%
12,040
+500
1627
$9K ﹤0.01%
9,500
+500
1628
$9K ﹤0.01%
16,944
+1,000
1629
$9K ﹤0.01%
+900
1630
$9K ﹤0.01%
900
1631
$9K ﹤0.01%
+900
1632
$9K ﹤0.01%
14,046
+1,100
1633
$9K ﹤0.01%
500
1634
$8K ﹤0.01%
+330
1635
$8K ﹤0.01%
99
1636
$8K ﹤0.01%
100
1637
$8K ﹤0.01%
124
1638
$8K ﹤0.01%
350
1639
$8K ﹤0.01%
170
1640
$8K ﹤0.01%
+100
1641
$8K ﹤0.01%
82
1642
$8K ﹤0.01%
343
1643
$8K ﹤0.01%
500
1644
$8K ﹤0.01%
+1,000
1645
$8K ﹤0.01%
136
1646
$8K ﹤0.01%
500
1647
$8K ﹤0.01%
105
1648
$8K ﹤0.01%
958
1649
$8K ﹤0.01%
504
1650
$8K ﹤0.01%
+70