AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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 12.89%
2 Industrials 11.94%
3 Consumer Discretionary 11.83%
4 Technology 11.74%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$445K 0.01%
14,130
552
$445K 0.01%
39,697
-2,973
553
$444K 0.01%
7,272
+592
554
$438K 0.01%
766
+95
555
$438K 0.01%
1,260
-57
556
$437K 0.01%
3,000
557
$436K 0.01%
3,224
+995
558
$435K 0.01%
882
+782
559
$433K 0.01%
+23,587
560
$433K 0.01%
15,991
561
$433K 0.01%
12,621
-2,694
562
$431K 0.01%
3,088
+291
563
$427K 0.01%
10,311
564
$424K 0.01%
11,103
565
$423K 0.01%
2,724
-400
566
$421K 0.01%
24,584
567
$416K 0.01%
24,251
+3,560
568
$414K 0.01%
2,798
+393
569
$413K 0.01%
5,545
570
$411K 0.01%
3,670
+568
571
$410K 0.01%
41,500
+35,000
572
$404K 0.01%
79,985
573
$404K 0.01%
40,959
+24,666
574
$400K 0.01%
44,653
-10,765
575
$396K 0.01%
6,565
+805
21 22
23
24 25