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
1676
$7K ﹤0.01%
107
1677
$7K ﹤0.01%
+1,661
1678
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22
1679
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+100
1680
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40
1681
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200
1682
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+189
1683
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486
1684
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175
1685
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300
1686
$7K ﹤0.01%
642
1687
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+200
1688
$7K ﹤0.01%
40
-100
1689
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+48
1690
$7K ﹤0.01%
200
1691
$7K ﹤0.01%
118
-147
1692
$7K ﹤0.01%
7,400
1693
$7K ﹤0.01%
800
1694
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400
1695
$7K ﹤0.01%
9,419
1696
$7K ﹤0.01%
12,900
+100
1697
$7K ﹤0.01%
+10,639
1698
$7K ﹤0.01%
9,038
1699
$7K ﹤0.01%
12,032
+5,700
1700
$7K ﹤0.01%
11,832
+1,000