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
1926
$2K ﹤0.01%
+1,900
1927
$2K ﹤0.01%
199
-4,801
1928
$2K ﹤0.01%
3,100
+1,000
1929
$2K ﹤0.01%
3,066
+1,000
1930
$2K ﹤0.01%
+200
1931
$2K ﹤0.01%
400
1932
$2K ﹤0.01%
3,366
1933
$2K ﹤0.01%
3,011
1934
$2K ﹤0.01%
+200
1935
$2K ﹤0.01%
+200
1936
$2K ﹤0.01%
2,607
+1,306
1937
$2K ﹤0.01%
+200
1938
$2K ﹤0.01%
3,332
+1,000
1939
$2K ﹤0.01%
+2,300
1940
$2K ﹤0.01%
+5,900
1941
$2K ﹤0.01%
1,604
1942
$2K ﹤0.01%
+35
1943
$2K ﹤0.01%
1,250
+1,000
1944
$2K ﹤0.01%
+50
1945
$2K ﹤0.01%
1,047
1946
$1K ﹤0.01%
20
1947
$1K ﹤0.01%
+52
1948
$1K ﹤0.01%
50
1949
$1K ﹤0.01%
29
1950
$1K ﹤0.01%
8
76 77
78
79 80