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
1751
$5K ﹤0.01%
55
1752
$5K ﹤0.01%
95
1753
$5K ﹤0.01%
+420
1754
$5K ﹤0.01%
+13
1755
$5K ﹤0.01%
28
1756
$5K ﹤0.01%
119
1757
$5K ﹤0.01%
132
1758
$5K ﹤0.01%
+65
1759
$5K ﹤0.01%
85
1760
$5K ﹤0.01%
100
1761
$5K ﹤0.01%
123
1762
$5K ﹤0.01%
50
1763
$5K ﹤0.01%
+20
1764
$5K ﹤0.01%
92
1765
$5K ﹤0.01%
+160
1766
$5K ﹤0.01%
23
1767
$5K ﹤0.01%
47
1768
$5K ﹤0.01%
18
1769
$5K ﹤0.01%
27
1770
$5K ﹤0.01%
1,171
1771
$5K ﹤0.01%
+907
1772
$5K ﹤0.01%
39
1773
$5K ﹤0.01%
+135
1774
$5K ﹤0.01%
+16
1775
$5K ﹤0.01%
+58