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
1301
$27K ﹤0.01%
62
1302
$27K ﹤0.01%
85
-15
1303
$27K ﹤0.01%
465
-81
1304
$27K ﹤0.01%
2,700
1305
$27K ﹤0.01%
1,050
1306
$26K ﹤0.01%
+2,700
1307
$26K ﹤0.01%
414
1308
$26K ﹤0.01%
540
1309
$26K ﹤0.01%
+1,000
1310
$26K ﹤0.01%
48,452
+300
1311
$26K ﹤0.01%
47,419
+1,000
1312
$26K ﹤0.01%
594
-138
1313
$26K ﹤0.01%
219
1314
$26K ﹤0.01%
1,000
1315
$26K ﹤0.01%
440
1316
$26K ﹤0.01%
37,765
+250
1317
$26K ﹤0.01%
1,698
1318
$25K ﹤0.01%
456
1319
$25K ﹤0.01%
600
1320
$25K ﹤0.01%
500
1321
$25K ﹤0.01%
1,000
1322
$25K ﹤0.01%
86
+84
1323
$25K ﹤0.01%
+1,000
1324
$25K ﹤0.01%
2,177
+1,000
1325
$25K ﹤0.01%
88
-79
51 52
53
54 55