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
801
$164K ﹤0.01%
1,250
-43,335
802
$162K ﹤0.01%
8,000
803
$160K ﹤0.01%
3,344
-3,552
804
$160K ﹤0.01%
801
805
$158K ﹤0.01%
867
806
$158K ﹤0.01%
4,390
-250
807
$158K ﹤0.01%
475
808
$158K ﹤0.01%
2,392
809
$157K ﹤0.01%
933
-25
810
$157K ﹤0.01%
+15,800
811
$156K ﹤0.01%
4,625
812
$156K ﹤0.01%
16,002
813
$155K ﹤0.01%
3,049
+614
814
$155K ﹤0.01%
1,700
815
$155K ﹤0.01%
+15,806
816
$155K ﹤0.01%
15,900
817
$153K ﹤0.01%
1,332
818
$153K ﹤0.01%
2,651
819
$152K ﹤0.01%
3,850
-500
820
$152K ﹤0.01%
+15,381
821
$151K ﹤0.01%
910
822
$151K ﹤0.01%
4,795
+1,040
823
$151K ﹤0.01%
+519
824
$151K ﹤0.01%
+15,000
825
$150K ﹤0.01%
15,989
31 32
33
34 35