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
1976
$1K ﹤0.01%
+859
1977
$1K ﹤0.01%
333
1978
$1K ﹤0.01%
137
1979
$1K ﹤0.01%
25
1980
$1K ﹤0.01%
+1,332
1981
$1K ﹤0.01%
1,666
1982
$1K ﹤0.01%
+100
1983
$1K ﹤0.01%
+100
1984
$1K ﹤0.01%
+100
1985
$1K ﹤0.01%
188
1986
$1K ﹤0.01%
+100
1987
$1K ﹤0.01%
99
-1
1988
$1K ﹤0.01%
+1,225
1989
$1K ﹤0.01%
+1,250
1990
$1K ﹤0.01%
+16
1991
$1K ﹤0.01%
+1,666
1992
$1K ﹤0.01%
+1,666
1993
$1K ﹤0.01%
+1,000
1994
$1K ﹤0.01%
+1,500
1995
$1K ﹤0.01%
1,000
1996
$1K ﹤0.01%
1,250
1997
$1K ﹤0.01%
1,200
+1,000
1998
$1K ﹤0.01%
450
1999
$1K ﹤0.01%
1,750
2000
$1K ﹤0.01%
+100
78 79
80
81 82