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
1951
$1K ﹤0.01%
24
1952
$1K ﹤0.01%
+24
1953
$1K ﹤0.01%
36
1954
$1K ﹤0.01%
65
1955
$1K ﹤0.01%
15
-15
1956
$1K ﹤0.01%
24
1957
$1K ﹤0.01%
87
1958
$1K ﹤0.01%
+50
1959
$1K ﹤0.01%
25
1960
$1K ﹤0.01%
+8
1961
$1K ﹤0.01%
10
1962
$1K ﹤0.01%
5
1963
$1K ﹤0.01%
58
1964
$1K ﹤0.01%
+42
1965
$1K ﹤0.01%
135
1966
$1K ﹤0.01%
40
-40
1967
$1K ﹤0.01%
+50
1968
$1K ﹤0.01%
+26
1969
$1K ﹤0.01%
6
1970
$1K ﹤0.01%
16
-1
1971
$1K ﹤0.01%
121
1972
$1K ﹤0.01%
+100
1973
$1K ﹤0.01%
26
-191
1974
$1K ﹤0.01%
10
1975
$1K ﹤0.01%
1,038
77 78
79
80 81