AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
2,445
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$15.4M
3
+$15M
4
DTM icon
DT Midstream
DTM
+$11M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.66M

Top Sells

1
+$16.7M
2
+$15.9M
3
+$15.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$15.4M
5
DTE icon
DTE Energy
DTE
+$12.2M

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
651
$304K 0.01%
+31,459
652
$300K 0.01%
11,550
-350
653
$296K 0.01%
+30,000
654
$295K 0.01%
1,200
655
$294K 0.01%
612
-94
656
$292K 0.01%
6,600
657
$290K 0.01%
9,717
+40
658
$290K 0.01%
+29,310
659
$289K 0.01%
2,873
+438
660
$289K 0.01%
29,600
661
$285K 0.01%
46,169
662
$284K 0.01%
3,966
+3,036
663
$282K 0.01%
5,505
+5,413
664
$281K 0.01%
+29,010
665
$280K 0.01%
4,009
-753
666
$280K 0.01%
2,732
667
$280K 0.01%
28,600
668
$278K 0.01%
5,544
-41
669
$277K 0.01%
2,448
+151
670
$273K 0.01%
6,580
-416
671
$273K 0.01%
28,071
+1,000
672
$272K 0.01%
18,342
673
$271K 0.01%
3,400
674
$271K 0.01%
9,138
+5,084
675
$270K 0.01%
12
+1
25 26
27
28 29