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
1851
$3K ﹤0.01%
150
1852
$3K ﹤0.01%
100
1853
$3K ﹤0.01%
130
1854
$3K ﹤0.01%
6,000
+1,000
1855
$3K ﹤0.01%
22
1856
$3K ﹤0.01%
68
1857
$3K ﹤0.01%
+1,000
1858
$3K ﹤0.01%
+51
1859
$3K ﹤0.01%
3,175
1860
$3K ﹤0.01%
8
1861
$3K ﹤0.01%
+3,333
1862
$3K ﹤0.01%
5,589
1863
$3K ﹤0.01%
3,200
1864
$3K ﹤0.01%
3,179
1865
$3K ﹤0.01%
300
-5,910
1866
$3K ﹤0.01%
300
1867
$3K ﹤0.01%
4,125
+1,000
1868
$3K ﹤0.01%
300
+100
1869
$3K ﹤0.01%
+4,000
1870
$3K ﹤0.01%
2,725
1871
$3K ﹤0.01%
5,770
+1,200
1872
$3K ﹤0.01%
5,132
1873
$3K ﹤0.01%
80
1874
$3K ﹤0.01%
3,519
1875
$3K ﹤0.01%
+5,000
73 74
75
76 77