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
1326
$25K ﹤0.01%
1,500
1327
$25K ﹤0.01%
420
1328
$25K ﹤0.01%
441
1329
$24K ﹤0.01%
500
1330
$24K ﹤0.01%
478
-280
1331
$24K ﹤0.01%
216
1332
$24K ﹤0.01%
800
1333
$24K ﹤0.01%
123
+101
1334
$24K ﹤0.01%
167
1335
$24K ﹤0.01%
+75
1336
$24K ﹤0.01%
+450
1337
$24K ﹤0.01%
1,822
-1,878
1338
$24K ﹤0.01%
+184
1339
$24K ﹤0.01%
496
1340
$24K ﹤0.01%
308
1341
$24K ﹤0.01%
+2,400
1342
$24K ﹤0.01%
25,153
+100
1343
$24K ﹤0.01%
600
1344
$23K ﹤0.01%
111
1345
$23K ﹤0.01%
244
1346
$23K ﹤0.01%
352
-100
1347
$23K ﹤0.01%
689
1348
$23K ﹤0.01%
+2,333
1349
$23K ﹤0.01%
70
-63
1350
$23K ﹤0.01%
+546
52 53
54
55 56