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
2001
$1K ﹤0.01%
1,000
2002
$1K ﹤0.01%
2,332
2003
$1K ﹤0.01%
2,000
2004
$1K ﹤0.01%
250
2005
$1K ﹤0.01%
+100
2006
$1K ﹤0.01%
100
2007
$1K ﹤0.01%
+100
2008
$1K ﹤0.01%
1,600
+500
2009
$1K ﹤0.01%
1,666
2010
$1K ﹤0.01%
100
2011
$1K ﹤0.01%
+100
2012
$1K ﹤0.01%
+100
2013
$1K ﹤0.01%
976
2014
$1K ﹤0.01%
+800
2015
$1K ﹤0.01%
+87
2016
$1K ﹤0.01%
1,259
2017
$1K ﹤0.01%
+111
2018
$1K ﹤0.01%
+100
2019
$1K ﹤0.01%
2,147
2020
$1K ﹤0.01%
1,075
+400
2021
$1K ﹤0.01%
1,666
2022
$1K ﹤0.01%
625
2023
$1K ﹤0.01%
2,550
2024
$1K ﹤0.01%
1,139
+600
2025
$1K ﹤0.01%
100
79 80
81
82 83