AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1876
$2K ﹤0.01%
100
1877
$2K ﹤0.01%
4,366
+1,000
1878
$2K ﹤0.01%
+200
1879
$2K ﹤0.01%
3,000
+500
1880
$2K ﹤0.01%
3,800
+600
1881
$2K ﹤0.01%
2,607
+1,306
1882
$2K ﹤0.01%
+24
1883
$2K ﹤0.01%
479
1884
$2K ﹤0.01%
50
1885
$2K ﹤0.01%
10
1886
$2K ﹤0.01%
100
1887
$2K ﹤0.01%
25
1888
$2K ﹤0.01%
18
1889
$2K ﹤0.01%
25
1890
$2K ﹤0.01%
250
1891
$2K ﹤0.01%
200
1892
$2K ﹤0.01%
21
-119
1893
$2K ﹤0.01%
176
1894
$2K ﹤0.01%
+100
1895
$2K ﹤0.01%
525
1896
$2K ﹤0.01%
+3,950
1897
$2K ﹤0.01%
36
1898
$2K ﹤0.01%
175
1899
$2K ﹤0.01%
+21
1900
$2K ﹤0.01%
+27
74 75
76
77 78