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
1651
$8K ﹤0.01%
+43
1652
$8K ﹤0.01%
299
+250
1653
$8K ﹤0.01%
83
1654
$8K ﹤0.01%
+205
1655
$8K ﹤0.01%
68
1656
$8K ﹤0.01%
+75
1657
$8K ﹤0.01%
148
1658
$8K ﹤0.01%
36
+8
1659
$8K ﹤0.01%
473
-27,928
1660
$8K ﹤0.01%
1,090
1661
$8K ﹤0.01%
63
1662
$8K ﹤0.01%
6,540
1663
$8K ﹤0.01%
800
1664
$8K ﹤0.01%
67
1665
$8K ﹤0.01%
800
+100
1666
$8K ﹤0.01%
11,850
+10,000
1667
$8K ﹤0.01%
6,093
1668
$8K ﹤0.01%
7,933
1669
$7K ﹤0.01%
284
1670
$7K ﹤0.01%
319
1671
$7K ﹤0.01%
175
1672
$7K ﹤0.01%
94
1673
$7K ﹤0.01%
51
+35
1674
$7K ﹤0.01%
+350
1675
$7K ﹤0.01%
60