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
1726
$6K ﹤0.01%
+9,266
1727
$6K ﹤0.01%
+600
1728
$6K ﹤0.01%
+600
1729
$6K ﹤0.01%
+659
1730
$6K ﹤0.01%
6,027
1731
$6K ﹤0.01%
8,944
+1,500
1732
$6K ﹤0.01%
600
1733
$6K ﹤0.01%
600
1734
$6K ﹤0.01%
+606
1735
$6K ﹤0.01%
10,168
1736
$6K ﹤0.01%
10,542
+100
1737
$6K ﹤0.01%
9,423
+400
1738
$6K ﹤0.01%
500
1739
$6K ﹤0.01%
11,439
+1,000
1740
$6K ﹤0.01%
+1,000
1741
$6K ﹤0.01%
+3,862
1742
$6K ﹤0.01%
+10
1743
$6K ﹤0.01%
109
1744
$5K ﹤0.01%
634
1745
$5K ﹤0.01%
250
1746
$5K ﹤0.01%
3,450
1747
$5K ﹤0.01%
2
1748
$5K ﹤0.01%
18
1749
$5K ﹤0.01%
64
1750
$5K ﹤0.01%
25