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
1126
$50K ﹤0.01%
+5,000
1127
$50K ﹤0.01%
5,200
1128
$49K ﹤0.01%
800
1129
$49K ﹤0.01%
430
1130
$49K ﹤0.01%
600
1131
$49K ﹤0.01%
3,100
+600
1132
$49K ﹤0.01%
700
-60
1133
$49K ﹤0.01%
558
+30
1134
$49K ﹤0.01%
+5,000
1135
$49K ﹤0.01%
5,000
1136
$49K ﹤0.01%
+5,000
1137
$49K ﹤0.01%
+5,000
1138
$49K ﹤0.01%
5,000
1139
$49K ﹤0.01%
5,000
1140
$49K ﹤0.01%
+5,000
1141
$49K ﹤0.01%
+5,024
1142
$49K ﹤0.01%
5,000
1143
$49K ﹤0.01%
5,000
1144
$49K ﹤0.01%
1,500
1145
$49K ﹤0.01%
2,076
1146
$49K ﹤0.01%
+5,000
1147
$48K ﹤0.01%
1,091
1148
$48K ﹤0.01%
800
1149
$48K ﹤0.01%
4,813
1150
$48K ﹤0.01%
+5,000
44 45
46
47 48