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
1826
$4K ﹤0.01%
5,350
+300
1827
$4K ﹤0.01%
+446
1828
$4K ﹤0.01%
+400
1829
$4K ﹤0.01%
6,364
+1,000
1830
$4K ﹤0.01%
400
1831
$4K ﹤0.01%
6,200
+1,200
1832
$4K ﹤0.01%
+400
1833
$4K ﹤0.01%
400
-100
1834
$4K ﹤0.01%
300
1835
$4K ﹤0.01%
25
1836
$3K ﹤0.01%
25
1837
$3K ﹤0.01%
100
1838
$3K ﹤0.01%
19
1839
$3K ﹤0.01%
855
-1,565
1840
$3K ﹤0.01%
37
1841
$3K ﹤0.01%
400
1842
$3K ﹤0.01%
666
1843
$3K ﹤0.01%
36
1844
$3K ﹤0.01%
48
1845
$3K ﹤0.01%
100
1846
$3K ﹤0.01%
50
1847
$3K ﹤0.01%
50
1848
$3K ﹤0.01%
+6,066
1849
$3K ﹤0.01%
108
1850
$3K ﹤0.01%
100
72 73
74
75 76