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
1001
$76K ﹤0.01%
7,809
+300
1002
$76K ﹤0.01%
+4,000
1003
$76K ﹤0.01%
970
1004
$76K ﹤0.01%
1,700
1005
$75K ﹤0.01%
549
-84
1006
$75K ﹤0.01%
7,599
+4,699
1007
$75K ﹤0.01%
600
1008
$75K ﹤0.01%
+1,302
1009
$74K ﹤0.01%
7,635
+4,700
1010
$74K ﹤0.01%
174
+73
1011
$72K ﹤0.01%
7,400
1012
$71K ﹤0.01%
3,099
1013
$71K ﹤0.01%
1,518
1014
$71K ﹤0.01%
283
+100
1015
$70K ﹤0.01%
648
-489
1016
$70K ﹤0.01%
347
1017
$70K ﹤0.01%
7,229
+2,200
1018
$70K ﹤0.01%
+7,100
1019
$69K ﹤0.01%
898
+2
1020
$69K ﹤0.01%
626
+595
1021
$69K ﹤0.01%
340
1022
$69K ﹤0.01%
7,100
1023
$68K ﹤0.01%
340
+185
1024
$68K ﹤0.01%
7,000
1025
$68K ﹤0.01%
7,000
39 40
41
42 43