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
176
$4.23M 0.11%
35,633
-1,400
177
$4.21M 0.11%
246,059
-42,276
178
$4.16M 0.11%
14,880
-1,098
179
$4.14M 0.11%
296,938
-27,532
180
$4.11M 0.11%
1,731
+25
181
$4.05M 0.1%
145,194
+2,658
182
$4.01M 0.1%
20,138
+670
183
$3.94M 0.1%
123,818
184
$3.92M 0.1%
304,299
+31,395
185
$3.85M 0.1%
47,821
-24,777
186
$3.82M 0.1%
71,831
+1,134
187
$3.81M 0.1%
374,477
-76,048
188
$3.79M 0.1%
539,715
+354,282
189
$3.79M 0.1%
74,215
-2,376
190
$3.77M 0.1%
47,998
+247
191
$3.75M 0.1%
63,665
+62
192
$3.74M 0.1%
70,358
+9,739
193
$3.72M 0.1%
112,677
+26,080
194
$3.64M 0.09%
40,332
+7,340
195
$3.62M 0.09%
16,440
+5,920
196
$3.61M 0.09%
190,153
+51,177
197
$3.61M 0.09%
10,644
+652
198
$3.51M 0.09%
+21,131
199
$3.46M 0.09%
49,378
+7,245
200
$3.44M 0.09%
97,281
-36,235
6 7
8
9 10