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
1876
$2K ﹤0.01%
+24
1877
$2K ﹤0.01%
+100
1878
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525
1879
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479
1880
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50
1881
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10
1882
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100
1883
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50
1884
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1885
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25
1886
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250
1887
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200
1888
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21
-119
1889
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100
1890
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176
1891
$2K ﹤0.01%
+3,950
1892
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36
1893
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175
1894
$2K ﹤0.01%
+21
1895
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+27
1896
$2K ﹤0.01%
60
-40
1897
$2K ﹤0.01%
+5
1898
$2K ﹤0.01%
19
1899
$2K ﹤0.01%
+45
1900
$2K ﹤0.01%
+7
74 75
76
77 78