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
1701
$7K ﹤0.01%
+700
1702
$7K ﹤0.01%
+700
1703
$7K ﹤0.01%
7,050
1704
$7K ﹤0.01%
9,532
1705
$7K ﹤0.01%
+1,500
1706
$6K ﹤0.01%
75
1707
$6K ﹤0.01%
600
1708
$6K ﹤0.01%
100
1709
$6K ﹤0.01%
64
1710
$6K ﹤0.01%
160
1711
$6K ﹤0.01%
53
1712
$6K ﹤0.01%
108
1713
$6K ﹤0.01%
150
1714
$6K ﹤0.01%
98
1715
$6K ﹤0.01%
200
1716
$6K ﹤0.01%
47
1717
$6K ﹤0.01%
200
-300
1718
$6K ﹤0.01%
+10,669
1719
$6K ﹤0.01%
148
1720
$6K ﹤0.01%
61
1721
$6K ﹤0.01%
286
1722
$6K ﹤0.01%
250
1723
$6K ﹤0.01%
7,197
1724
$6K ﹤0.01%
+215
1725
$6K ﹤0.01%
+10,486