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
976
$84K ﹤0.01%
1,046
-7
977
$83K ﹤0.01%
393
+140
978
$83K ﹤0.01%
216
-550
979
$82K ﹤0.01%
859
980
$82K ﹤0.01%
1,427
+532
981
$82K ﹤0.01%
2,709
-870
982
$82K ﹤0.01%
2,991
+508
983
$82K ﹤0.01%
1,170
984
$81K ﹤0.01%
8,594
985
$81K ﹤0.01%
255
986
$81K ﹤0.01%
666
987
$81K ﹤0.01%
1,450
988
$81K ﹤0.01%
950
-357
989
$80K ﹤0.01%
5,000
990
$80K ﹤0.01%
1,636
+36
991
$79K ﹤0.01%
706
-450
992
$79K ﹤0.01%
200
993
$79K ﹤0.01%
47
+12
994
$79K ﹤0.01%
2,835
995
$79K ﹤0.01%
1,777
996
$78K ﹤0.01%
672
+234
997
$78K ﹤0.01%
1,100
998
$78K ﹤0.01%
1,672
-467
999
$77K ﹤0.01%
913
1000
$77K ﹤0.01%
1,012
-29
38 39
40
41 42