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
926
$99K ﹤0.01%
2,218
+41
927
$99K ﹤0.01%
980
928
$99K ﹤0.01%
10,000
929
$99K ﹤0.01%
+10,000
930
$99K ﹤0.01%
+10,000
931
$99K ﹤0.01%
10,000
932
$99K ﹤0.01%
+10,005
933
$99K ﹤0.01%
+10,000
934
$98K ﹤0.01%
1,781
935
$98K ﹤0.01%
2,313
+1,730
936
$98K ﹤0.01%
10,100
937
$98K ﹤0.01%
10,000
938
$97K ﹤0.01%
668
939
$97K ﹤0.01%
+9,800
940
$97K ﹤0.01%
+10,000
941
$96K ﹤0.01%
1,150
942
$96K ﹤0.01%
+10,000
943
$95K ﹤0.01%
10,000
944
$95K ﹤0.01%
2,879
945
$95K ﹤0.01%
1,312
+4
946
$95K ﹤0.01%
157
-12
947
$95K ﹤0.01%
4,500
948
$95K ﹤0.01%
1,000
949
$94K ﹤0.01%
1,750
-29,988
950
$94K ﹤0.01%
+1,869
36 37
38
39 40