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
1226
$35K ﹤0.01%
344
+336
1227
$35K ﹤0.01%
1,081
+10
1228
$35K ﹤0.01%
24,924
+500
1229
$35K ﹤0.01%
26,400
+100
1230
$35K ﹤0.01%
1,850
1231
$35K ﹤0.01%
2,220
1232
$35K ﹤0.01%
3,600
+2,100
1233
$35K ﹤0.01%
+1,820
1234
$34K ﹤0.01%
4,538
1235
$34K ﹤0.01%
951
1236
$34K ﹤0.01%
+400
1237
$34K ﹤0.01%
+3,490
1238
$34K ﹤0.01%
4,268
1239
$33K ﹤0.01%
425
+350
1240
$33K ﹤0.01%
1,443
1241
$33K ﹤0.01%
184
+74
1242
$33K ﹤0.01%
+3,356
1243
$33K ﹤0.01%
36,617
+2,499
1244
$33K ﹤0.01%
+3,300
1245
$33K ﹤0.01%
3,366
1246
$33K ﹤0.01%
+3,378
1247
$32K ﹤0.01%
400
1248
$32K ﹤0.01%
175
1249
$32K ﹤0.01%
+3,256
1250
$32K ﹤0.01%
3,300
48 49
50
51 52