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
1526
$12K ﹤0.01%
50
1527
$12K ﹤0.01%
23
-48
1528
$12K ﹤0.01%
17,548
+706
1529
$12K ﹤0.01%
+12,150
1530
$12K ﹤0.01%
+680
1531
$12K ﹤0.01%
400
1532
$12K ﹤0.01%
+1,240
1533
$12K ﹤0.01%
250,000
1534
$11K ﹤0.01%
16
1535
$11K ﹤0.01%
341
1536
– –
0
1537
$11K ﹤0.01%
200
1538
$11K ﹤0.01%
75
1539
$11K ﹤0.01%
263
1540
$11K ﹤0.01%
550
1541
$11K ﹤0.01%
227
-200
1542
$11K ﹤0.01%
+17,948
1543
$11K ﹤0.01%
1,100
+400
1544
$11K ﹤0.01%
1,100
+100
1545
$11K ﹤0.01%
+62
1546
$11K ﹤0.01%
+71
1547
$11K ﹤0.01%
11,600
+100
1548
$11K ﹤0.01%
+1,100
1549
$11K ﹤0.01%
+1,100
1550
$11K ﹤0.01%
14,839
60 61
62
63 64