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
1026
$68K ﹤0.01%
7,000
1027
$68K ﹤0.01%
6,999
1028
$68K ﹤0.01%
30,000
1029
$68K ﹤0.01%
625
1030
$67K ﹤0.01%
919
-80
1031
$67K ﹤0.01%
929
+205
1032
$67K ﹤0.01%
100
1033
$67K ﹤0.01%
971
-3,248
1034
$66K ﹤0.01%
1,026
1035
$66K ﹤0.01%
666
+16
1036
$66K ﹤0.01%
2,834
1037
$66K ﹤0.01%
1,000
1038
$66K ﹤0.01%
+6,700
1039
$65K ﹤0.01%
800
1040
$64K ﹤0.01%
2,000
1041
$64K ﹤0.01%
2,400
1042
$64K ﹤0.01%
1,750
1043
$63K ﹤0.01%
157
1044
$63K ﹤0.01%
6,443
1045
$62K ﹤0.01%
1,600
+1,500
1046
$62K ﹤0.01%
912
-780
1047
$62K ﹤0.01%
475
+24
1048
$62K ﹤0.01%
+6,300
1049
$62K ﹤0.01%
6,300
1050
$62K ﹤0.01%
6,300
40 41
42
43 44