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
876
$121K ﹤0.01%
12,210
+2,210
877
$120K ﹤0.01%
2,381
878
$120K ﹤0.01%
12,300
+5,000
879
$120K ﹤0.01%
2,795
-100
880
$119K ﹤0.01%
1,108
-240
881
$118K ﹤0.01%
1,484
882
$118K ﹤0.01%
605
883
$117K ﹤0.01%
886
884
$117K ﹤0.01%
12,047
885
$116K ﹤0.01%
5,068
+1,610
886
$115K ﹤0.01%
12,740
887
$115K ﹤0.01%
1,000
888
$114K ﹤0.01%
503
+150
889
$113K ﹤0.01%
1,450
890
$113K ﹤0.01%
37,569
891
$111K ﹤0.01%
+11,250
892
$110K ﹤0.01%
6,500
+4,000
893
$110K ﹤0.01%
2,498
894
$110K ﹤0.01%
+11,107
895
$109K ﹤0.01%
2,250
+1,000
896
$109K ﹤0.01%
+11,000
897
$109K ﹤0.01%
1,379
-1,200
898
$109K ﹤0.01%
+8,900
899
$109K ﹤0.01%
+11,000
900
$109K ﹤0.01%
+11,000
34 35
36
37 38