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
1101
$54K ﹤0.01%
13,982
+340
1102
$54K ﹤0.01%
702
-73
1103
$53K ﹤0.01%
1,530
+249
1104
$53K ﹤0.01%
3,000
+1,000
1105
$53K ﹤0.01%
+5,400
1106
$53K ﹤0.01%
1,400
1107
$53K ﹤0.01%
+5,400
1108
$53K ﹤0.01%
4,382
+1,632
1109
$52K ﹤0.01%
5,343
+300
1110
$52K ﹤0.01%
1,750
1111
$52K ﹤0.01%
200
1112
$52K ﹤0.01%
920
1113
$52K ﹤0.01%
684
+480
1114
$52K ﹤0.01%
365
1115
$52K ﹤0.01%
+5,213
1116
$51K ﹤0.01%
864
1117
$51K ﹤0.01%
500
1118
$51K ﹤0.01%
+5,100
1119
$51K ﹤0.01%
500
-8
1120
$51K ﹤0.01%
+5,270
1121
$50K ﹤0.01%
+3,900
1122
$50K ﹤0.01%
525
+200
1123
$50K ﹤0.01%
850
1124
$50K ﹤0.01%
+5,000
1125
$50K ﹤0.01%
+5,000
43 44
45
46 47