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
1776
$5K ﹤0.01%
22,789
+2,000
1777
$5K ﹤0.01%
58
1778
$5K ﹤0.01%
+400
1779
$5K ﹤0.01%
625
1780
$5K ﹤0.01%
350
1781
$5K ﹤0.01%
+361
1782
$5K ﹤0.01%
8,700
+1,100
1783
$5K ﹤0.01%
+11,000
1784
$5K ﹤0.01%
7,542
+1,000
1785
$5K ﹤0.01%
+500
1786
$5K ﹤0.01%
+500
1787
$5K ﹤0.01%
500
1788
$5K ﹤0.01%
464
1789
$5K ﹤0.01%
7,600
1790
$5K ﹤0.01%
490
1791
$5K ﹤0.01%
10,432
+500
1792
$5K ﹤0.01%
8,600
+1,000
1793
$5K ﹤0.01%
+7,350
1794
$5K ﹤0.01%
39
-24
1795
$5K ﹤0.01%
50
-32
1796
$4K ﹤0.01%
+545
1797
$4K ﹤0.01%
6
1798
$4K ﹤0.01%
35
1799
$4K ﹤0.01%
48
1800
$4K ﹤0.01%
333
70 71
72
73 74