AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
726
$226K 0.01%
+10,700
727
$225K 0.01%
90,567
728
$224K 0.01%
47,023
+13,500
729
$223K 0.01%
10,022
730
$223K 0.01%
8,470
+147
731
$223K 0.01%
22,678
+100
732
$223K 0.01%
3,464
+610
733
$219K 0.01%
7,691
+1,580
734
$218K 0.01%
15,356
+4,372
735
$218K 0.01%
22,335
736
$217K 0.01%
3,961
+1
737
$217K 0.01%
22,293
738
$216K 0.01%
3,807
+2,739
739
$215K 0.01%
+44,000
740
$214K 0.01%
2,375
741
$213K 0.01%
1,350
-358
742
$213K 0.01%
25,590
743
$211K 0.01%
5,936
+2,693
744
$210K 0.01%
266
745
$207K 0.01%
8,333
746
$206K 0.01%
20,789
747
$206K 0.01%
5,503
+468
748
$205K 0.01%
+20,713
749
$201K 0.01%
+20,100
750
$200K 0.01%
+20,100
28 29
30
31 32