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
151
$5.26M 0.14%
47,664
+2,143
152
$5.15M 0.13%
136,852
-4,679
153
$5.14M 0.13%
31,275
+956
154
$5.12M 0.13%
185,590
-11,449
155
$5.09M 0.13%
250,329
-2,874
156
$5.06M 0.13%
101,369
-5,841
157
$5.03M 0.13%
24,798
+2,381
158
$5.02M 0.13%
57,628
+910
159
$5M 0.13%
25,510
-468
160
$4.99M 0.13%
96,745
+512
161
$4.91M 0.13%
370,437
+103,600
162
$4.89M 0.13%
162,298
+2,244
163
$4.88M 0.13%
87,531
-24,057
164
$4.85M 0.13%
223,927
-8,653
165
$4.83M 0.12%
17,616
-314
166
$4.78M 0.12%
24,365
+2,059
167
$4.71M 0.12%
36,490
+1,352
168
$4.67M 0.12%
215,622
+171,092
169
$4.63M 0.12%
155,703
+1,629
170
$4.62M 0.12%
166,239
-159,161
171
$4.59M 0.12%
39,830
-8
172
$4.57M 0.12%
77,670
+17
173
$4.53M 0.12%
221,644
-7,817
174
$4.43M 0.11%
48,510
175
$4.31M 0.11%
28,783
+486
5 6
7
8 9