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
2151
$0 ﹤0.01%
2,000
2152
$0 ﹤0.01%
87
2153
$0 ﹤0.01%
359
2154
– –
-85
2155
$0 ﹤0.01%
+2
2156
– –
-1
2157
– –
0
2158
– –
-34,800
2159
– –
-63,000
2160
– –
-8,000
2161
– –
-1,000
2162
– –
-175
2163
– –
-8,300
2164
– –
-10,000
2165
– –
-5,340
2166
– –
-3,100
2167
– –
-3,989
2168
– –
-370
2169
$0 ﹤0.01%
1,000,000
2170
$0 ﹤0.01%
500
2171
– –
-1
2172
$0 ﹤0.01%
35,100
2173
$0 ﹤0.01%
5,450
2174
– –
-300
2175
$0 ﹤0.01%
1,248,000
85 86
87
88 89