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
2126
– –
-594
2127
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-150
2128
– –
-990
2129
– –
-47
2130
– –
-6,411
2131
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-288
2132
– –
-7,782
2133
– –
-1,000
2134
– –
-51
2135
– –
-100
2136
– –
-7,850
2137
– –
0
2138
– –
-13,659
2139
– –
-58
2140
– –
-150
2141
– –
-80
2142
$0 ﹤0.01%
20
2143
– –
-3
2144
$0 ﹤0.01%
10
2145
$0 ﹤0.01%
5
2146
$0 ﹤0.01%
6
2147
– –
-1,180
2148
– –
-1,000
2149
$0 ﹤0.01%
3
2150
– –
0
84 85
86
87 88