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
2176
– –
-78
2177
– –
-32
2178
– –
0
2179
– –
-873
2180
– –
-41
2181
– –
-109
2182
– –
0
2183
– –
-3,000
2184
– –
-18
2185
– –
-27
2186
– –
-6,815
2187
$0 ﹤0.01%
3
2188
– –
-3,000
2189
$0 ﹤0.01%
12
2190
– –
-33
2191
– –
-31,650
2192
– –
-374
2193
– –
-10
2194
– –
-62
2195
– –
-2
2196
$0 ﹤0.01%
20
2197
– –
-3
2198
$0 ﹤0.01%
10
2199
$0 ﹤0.01%
5
2200
$0 ﹤0.01%
6
86 87
88
89 90