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
1376
$21K ﹤0.01%
30
1377
$21K ﹤0.01%
903
1378
$21K ﹤0.01%
15,244
+300
1379
$21K ﹤0.01%
+47
1380
$21K ﹤0.01%
577
1381
$21K ﹤0.01%
500
1382
$20K ﹤0.01%
+603
1383
$20K ﹤0.01%
261
+200
1384
$20K ﹤0.01%
185
1385
$20K ﹤0.01%
+2,000
1386
$20K ﹤0.01%
1,000
1387
$20K ﹤0.01%
180
1388
$20K ﹤0.01%
29,684
+400
1389
$20K ﹤0.01%
+2,000
1390
$20K ﹤0.01%
30,752
+500
1391
$20K ﹤0.01%
+2,000
1392
$20K ﹤0.01%
358
1393
$20K ﹤0.01%
382
1394
$20K ﹤0.01%
+200
1395
$19K ﹤0.01%
+325
1396
$19K ﹤0.01%
614
1397
$19K ﹤0.01%
518
-142
1398
$19K ﹤0.01%
186
1399
$19K ﹤0.01%
800
1400
$19K ﹤0.01%
+179
54 55
56
57 58