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
2176
$0 ﹤0.01%
640
2177
$0 ﹤0.01%
4,948
2178
$0 ﹤0.01%
50,000
2179
$0 ﹤0.01%
250
2180
– –
-2,000
2181
– –
-59,286
2182
$0 ﹤0.01%
142
2183
$0 ﹤0.01%
1,000
2184
$0 ﹤0.01%
15
2185
$0 ﹤0.01%
+3
2186
$0 ﹤0.01%
4
+1
2187
– –
-41
2188
– –
-18,570
2189
$0 ﹤0.01%
8
2190
– –
-40
2191
$0 ﹤0.01%
287
2192
– –
-28,300
2193
– –
-820
2194
– –
-2,159
2195
– –
-13,724
2196
– –
-22
2197
– –
-4
2198
– –
-1,551
2199
– –
-32
2200
– –
-22,400
86 87
88
89 90