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
1501
$13K ﹤0.01%
42
+28
1502
$13K ﹤0.01%
71
1503
$13K ﹤0.01%
20,339
+500
1504
$13K ﹤0.01%
12,750
1505
$13K ﹤0.01%
+1,307
1506
$13K ﹤0.01%
157
-98
1507
$13K ﹤0.01%
+3
1508
$13K ﹤0.01%
475
1509
$13K ﹤0.01%
145
1510
$13K ﹤0.01%
183
1511
$13K ﹤0.01%
250
1512
$13K ﹤0.01%
210
1513
$13K ﹤0.01%
765
1514
$13K ﹤0.01%
769
1515
$13K ﹤0.01%
+250
1516
$13K ﹤0.01%
+500
1517
$13K ﹤0.01%
123
-127
1518
$12K ﹤0.01%
442
1519
$12K ﹤0.01%
+220
1520
$12K ﹤0.01%
+630
1521
$12K ﹤0.01%
+77
1522
$12K ﹤0.01%
700
1523
$12K ﹤0.01%
+262
1524
$12K ﹤0.01%
666
1525
$12K ﹤0.01%
+174
59 60
61
62 63