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
1051
$62K ﹤0.01%
6,200
1052
$61K ﹤0.01%
2,750
1053
$61K ﹤0.01%
777
+106
1054
$61K ﹤0.01%
5,000
1055
$61K ﹤0.01%
1,000
1056
$61K ﹤0.01%
6,300
1057
$61K ﹤0.01%
+3,800
1058
$61K ﹤0.01%
6,300
1059
$60K ﹤0.01%
2,304
1060
$60K ﹤0.01%
2,000
1061
$60K ﹤0.01%
2,649
+1,911
1062
$60K ﹤0.01%
+2,700
1063
$60K ﹤0.01%
+56,250
1064
$59K ﹤0.01%
940
+40
1065
$59K ﹤0.01%
+6,000
1066
$59K ﹤0.01%
6,000
1067
$59K ﹤0.01%
+3,000
1068
$58K ﹤0.01%
6,500
1069
$58K ﹤0.01%
450
1070
$58K ﹤0.01%
8,800
-1,000
1071
$58K ﹤0.01%
+5,900
1072
$58K ﹤0.01%
466
1073
$58K ﹤0.01%
788
1074
$58K ﹤0.01%
600
1075
$58K ﹤0.01%
+5,900
41 42
43
44 45