AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
2051
– –
-3,000
2052
– –
-5
2053
– –
-27
2054
– –
-6,815
2055
$0 ﹤0.01%
3
2056
– –
-3,000
2057
$0 ﹤0.01%
12
2058
– –
-33
2059
– –
-31,650
2060
– –
-374
2061
– –
-10
2062
– –
-62
2063
– –
-2
2064
– –
-88,165
2065
– –
0
2066
– –
0
2067
– –
0
2068
– –
0
2069
– –
-1,786
2070
– –
-1,000
2071
– –
-29
2072
$0 ﹤0.01%
13
2073
$0 ﹤0.01%
+300
2074
– –
-500
2075
– –
-13
81 82
83
84 85