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
1401
$19K ﹤0.01%
1
1402
$19K ﹤0.01%
2,000
1403
$19K ﹤0.01%
+2,000
1404
$19K ﹤0.01%
2,000
1405
$18K ﹤0.01%
1,140
-18,331
1406
$18K ﹤0.01%
+409
1407
$18K ﹤0.01%
+840
1408
$18K ﹤0.01%
116
1409
$18K ﹤0.01%
100
1410
$18K ﹤0.01%
96
+11
1411
$18K ﹤0.01%
630
-635
1412
$18K ﹤0.01%
2,500
1413
$18K ﹤0.01%
1,800
1414
$18K ﹤0.01%
36,647
+1,000
1415
$18K ﹤0.01%
25,198
+600
1416
$18K ﹤0.01%
16,500
1417
$18K ﹤0.01%
805
1418
$18K ﹤0.01%
200
1419
$18K ﹤0.01%
400
1420
$18K ﹤0.01%
+62
1421
$18K ﹤0.01%
+351
1422
$18K ﹤0.01%
1,354
-675
1423
$18K ﹤0.01%
823
1424
$17K ﹤0.01%
1,700
1425
$17K ﹤0.01%
50
+15
55 56
57
58 59