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
1476
$14K ﹤0.01%
1,000
1477
$14K ﹤0.01%
300
1478
$14K ﹤0.01%
1,896
1479
$14K ﹤0.01%
1,500
1480
$14K ﹤0.01%
270
1481
$14K ﹤0.01%
300
1482
$14K ﹤0.01%
204
1483
$14K ﹤0.01%
477
1484
$14K ﹤0.01%
10
1485
$14K ﹤0.01%
902
1486
$14K ﹤0.01%
214
+46
1487
$14K ﹤0.01%
753
1488
$14K ﹤0.01%
1,000
1489
$14K ﹤0.01%
22,551
+1,000
1490
$14K ﹤0.01%
84
-19
1491
$14K ﹤0.01%
25,168
+100
1492
$14K ﹤0.01%
24,976
+540
1493
$14K ﹤0.01%
+1,404
1494
$14K ﹤0.01%
100
1495
$14K ﹤0.01%
1,320
1496
$14K ﹤0.01%
1,000
1497
$14K ﹤0.01%
+1,400
1498
$14K ﹤0.01%
1,400
+1,100
1499
$14K ﹤0.01%
1,400
1500
$13K ﹤0.01%
208
58 59
60
61 62