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
1901
$2K ﹤0.01%
31
1902
$2K ﹤0.01%
100
1903
$2K ﹤0.01%
118
-703
1904
$2K ﹤0.01%
+40
1905
$2K ﹤0.01%
50
1906
$2K ﹤0.01%
6
1907
$2K ﹤0.01%
20
1908
$2K ﹤0.01%
4,366
+1,000
1909
$2K ﹤0.01%
+2,000
1910
$2K ﹤0.01%
1,825
1911
$2K ﹤0.01%
+200
1912
$2K ﹤0.01%
2,119
+700
1913
$2K ﹤0.01%
2,633
1914
$2K ﹤0.01%
2,418
+1,000
1915
$2K ﹤0.01%
+200
1916
$2K ﹤0.01%
+200
1917
$2K ﹤0.01%
1,979
+500
1918
$2K ﹤0.01%
200
1919
$2K ﹤0.01%
200
1920
$2K ﹤0.01%
3,000
+500
1921
$2K ﹤0.01%
3,800
+600
1922
$2K ﹤0.01%
+200
1923
$2K ﹤0.01%
2,780
+780
1924
$2K ﹤0.01%
2,932
1925
$2K ﹤0.01%
+200
75 76
77
78 79