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
2076
$0 ﹤0.01%
500
+100
2077
$0 ﹤0.01%
5
2078
$0 ﹤0.01%
11
2079
$0 ﹤0.01%
36
2080
$0 ﹤0.01%
+32
2081
– –
-34,373
2082
– –
-20,789
2083
– –
-5,000
2084
– –
-5,000
2085
– –
-3,000
2086
$0 ﹤0.01%
18
2087
– –
-3,000
2088
– –
-10,100
2089
– –
-30,954
2090
$0 ﹤0.01%
+468
2091
$0 ﹤0.01%
566
2092
$0 ﹤0.01%
750
2093
$0 ﹤0.01%
8
2094
$0 ﹤0.01%
32
2095
– –
-28,663
2096
$0 ﹤0.01%
400
2097
$0 ﹤0.01%
279
2098
$0 ﹤0.01%
28
2099
– –
-75
2100
– –
-400
82 83
84
85 86