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
851
$134K ﹤0.01%
797
852
$133K ﹤0.01%
5,574
853
$133K ﹤0.01%
1,241
-384
854
$133K ﹤0.01%
8,419
+5,619
855
$132K ﹤0.01%
2,196
-104
856
$132K ﹤0.01%
8,456
857
$131K ﹤0.01%
986
+1
858
$130K ﹤0.01%
13,305
859
$127K ﹤0.01%
2,450
-700
860
$127K ﹤0.01%
+5,000
861
$127K ﹤0.01%
1,270
862
$126K ﹤0.01%
4,454
+1,469
863
$126K ﹤0.01%
+12,724
864
$125K ﹤0.01%
2,857
+172
865
$125K ﹤0.01%
6,700
+500
866
$125K ﹤0.01%
2,857
867
$123K ﹤0.01%
2,650
868
$123K ﹤0.01%
1,895
869
$123K ﹤0.01%
+12,400
870
$122K ﹤0.01%
805
-30
871
$122K ﹤0.01%
+12,316
872
$122K ﹤0.01%
2,536
873
$121K ﹤0.01%
1,700
-38
874
$121K ﹤0.01%
13,809
875
$121K ﹤0.01%
703
+33
33 34
35
36 37