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
1351
$23K ﹤0.01%
740
+64
1352
$23K ﹤0.01%
385
1353
$23K ﹤0.01%
180
1354
$23K ﹤0.01%
600
1355
$23K ﹤0.01%
2,400
1356
$22K ﹤0.01%
568
1357
$22K ﹤0.01%
600
1358
$22K ﹤0.01%
230
1359
$22K ﹤0.01%
614
1360
$22K ﹤0.01%
718
1361
$22K ﹤0.01%
+1,000
1362
$22K ﹤0.01%
34,200
+100
1363
$21K ﹤0.01%
1,000
1364
$21K ﹤0.01%
320
+18
1365
$21K ﹤0.01%
1,250
1366
$21K ﹤0.01%
610
1367
$21K ﹤0.01%
500
1368
$21K ﹤0.01%
127
1369
$21K ﹤0.01%
450
1370
$21K ﹤0.01%
+406
1371
$21K ﹤0.01%
400
1372
$21K ﹤0.01%
301
1373
$21K ﹤0.01%
4,000
1374
$21K ﹤0.01%
168
-36
1375
$21K ﹤0.01%
236
+198
53 54
55
56 57