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
1251
$32K ﹤0.01%
53,700
+1,000
1252
$32K ﹤0.01%
+3,190
1253
$32K ﹤0.01%
533
1254
$32K ﹤0.01%
425
1255
$32K ﹤0.01%
992
+352
1256
$32K ﹤0.01%
450
1257
$31K ﹤0.01%
538
1258
$31K ﹤0.01%
498
+27
1259
$31K ﹤0.01%
800
1260
$31K ﹤0.01%
+500
1261
$31K ﹤0.01%
248
+117
1262
$31K ﹤0.01%
3,200
1263
$30K ﹤0.01%
660
1264
$30K ﹤0.01%
+300
1265
$30K ﹤0.01%
+3,000
1266
$30K ﹤0.01%
+3,000
1267
$30K ﹤0.01%
+3,003
1268
$30K ﹤0.01%
+3,000
1269
$30K ﹤0.01%
3,000
+1,000
1270
$30K ﹤0.01%
361
+161
1271
$30K ﹤0.01%
+3,000
1272
$30K ﹤0.01%
25,898
+200
1273
$29K ﹤0.01%
39
+12
1274
$29K ﹤0.01%
490
-121
1275
$29K ﹤0.01%
280
49 50
51
52 53