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
2151
– –
-3
2152
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0
2153
– –
-385
2154
– –
-29,740
2155
– –
-40
2156
$0 ﹤0.01%
39
2157
– –
-6,881
2158
– –
-450
2159
– –
-1,400
2160
– –
-20
2161
– –
-10
2162
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-104
2163
– –
-18
2164
– –
0
2165
– –
-15,864
2166
– –
-100
2167
– –
-28,450
2168
– –
-43
2169
– –
-182
2170
– –
-590
2171
– –
-80
2172
– –
-1,231
2173
– –
-375
2174
– –
-32
2175
– –
-3,500
85 86
87
88 89