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
1801
$4K ﹤0.01%
30
-14
1802
$4K ﹤0.01%
30
1803
$4K ﹤0.01%
80
-90
1804
$4K ﹤0.01%
48
+21
1805
$4K ﹤0.01%
75
1806
$4K ﹤0.01%
89
1807
$4K ﹤0.01%
66
1808
$4K ﹤0.01%
425
1809
$4K ﹤0.01%
100
1810
$4K ﹤0.01%
62
-45
1811
$4K ﹤0.01%
10
1812
$4K ﹤0.01%
25
-110
1813
$4K ﹤0.01%
4,600
1814
$4K ﹤0.01%
2,318
1815
$4K ﹤0.01%
+3,892
1816
$4K ﹤0.01%
10
1817
$4K ﹤0.01%
+8,403
1818
$4K ﹤0.01%
+400
1819
$4K ﹤0.01%
400
1820
$4K ﹤0.01%
7,250
+1,300
1821
$4K ﹤0.01%
6,132
+100
1822
$4K ﹤0.01%
3,750
1823
$4K ﹤0.01%
+400
1824
$4K ﹤0.01%
+5,050
1825
$4K ﹤0.01%
5,400
71 72
73
74 75