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
201
$3.37M 0.09%
44,885
+96
202
$3.34M 0.09%
46,381
-20,966
203
$3.32M 0.09%
5,760
+57
204
$3.3M 0.09%
18,152
-46
205
$3.27M 0.08%
10,744
-200
206
$3.25M 0.08%
27,059
+2,325
207
$3.22M 0.08%
5,150
-83
208
$3.17M 0.08%
53,351
+2,089
209
$3.16M 0.08%
79,341
-3,394
210
$3.16M 0.08%
47,894
+2,653
211
$3.12M 0.08%
56,170
-25,077
212
$3.07M 0.08%
42,098
-10,419
213
$3.06M 0.08%
18,912
+361
214
$3.02M 0.08%
95,924
+926
215
$2.97M 0.08%
23,041
-1,255
216
$2.93M 0.08%
39,847
+192
217
$2.92M 0.08%
219,679
-506
218
$2.91M 0.08%
31,362
+597
219
$2.89M 0.07%
10,341
-23
220
$2.89M 0.07%
16,680
-460
221
$2.87M 0.07%
35,333
+612
222
$2.85M 0.07%
524,592
-631
223
$2.83M 0.07%
45,878
+4,197
224
$2.83M 0.07%
11,037
-57,340
225
$2.83M 0.07%
204,776
+26,600
7 8
9
10 11