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
826
$149K ﹤0.01%
1,294
+344
827
$149K ﹤0.01%
+15,100
828
$149K ﹤0.01%
+15,000
829
$149K ﹤0.01%
+15,000
830
$149K ﹤0.01%
15,000
831
$148K ﹤0.01%
15,200
832
$148K ﹤0.01%
+15,000
833
$148K ﹤0.01%
15,200
834
$148K ﹤0.01%
1,163
835
$147K ﹤0.01%
2,472
836
$147K ﹤0.01%
+15,100
837
$146K ﹤0.01%
15,000
838
$146K ﹤0.01%
15,000
839
$146K ﹤0.01%
4,300
840
$144K ﹤0.01%
9,688
841
$143K ﹤0.01%
+9,773
842
$142K ﹤0.01%
710
843
$142K ﹤0.01%
3,449
844
$142K ﹤0.01%
5,468
+1,032
845
$142K ﹤0.01%
+14,370
846
$142K ﹤0.01%
+14,400
847
$140K ﹤0.01%
1,243
+74
848
$139K ﹤0.01%
1,933
849
$137K ﹤0.01%
2,577
-4
850
$135K ﹤0.01%
13,900
+3,900
32 33
34
35 36