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
1151
$48K ﹤0.01%
5,000
1152
$48K ﹤0.01%
5,000
1153
$47K ﹤0.01%
282
-353
1154
$47K ﹤0.01%
1,500
1155
$47K ﹤0.01%
1,313
+1,000
1156
$47K ﹤0.01%
1,579
-20,831
1157
$47K ﹤0.01%
382
1158
$46K ﹤0.01%
1,100
1159
$46K ﹤0.01%
+4,698
1160
$45K ﹤0.01%
846
1161
$45K ﹤0.01%
1,620
1162
$45K ﹤0.01%
1,966
1163
$45K ﹤0.01%
1,539
1164
$45K ﹤0.01%
+624
1165
$45K ﹤0.01%
2,115
+1,919
1166
$45K ﹤0.01%
714
+4
1167
$45K ﹤0.01%
285
1168
$45K ﹤0.01%
730
1169
$45K ﹤0.01%
+4,500
1170
$45K ﹤0.01%
+4,559
1171
$45K ﹤0.01%
+4,600
1172
$44K ﹤0.01%
280
1173
$44K ﹤0.01%
590
1174
$44K ﹤0.01%
4,458
-2,542
1175
$44K ﹤0.01%
900
45 46
47
48 49