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
1551
$11K ﹤0.01%
16,866
+200
1552
$11K ﹤0.01%
13,698
+200
1553
$11K ﹤0.01%
525
1554
$11K ﹤0.01%
39
1555
$11K ﹤0.01%
750
1556
$11K ﹤0.01%
117
1557
$11K ﹤0.01%
304
+220
1558
$11K ﹤0.01%
23
-4
1559
$11K ﹤0.01%
27
1560
$11K ﹤0.01%
+270
1561
$11K ﹤0.01%
32
1562
$11K ﹤0.01%
300
1563
$10K ﹤0.01%
250
1564
$10K ﹤0.01%
257
1565
$10K ﹤0.01%
50
1566
$10K ﹤0.01%
1,579
1567
$10K ﹤0.01%
200
1568
$10K ﹤0.01%
300
1569
$10K ﹤0.01%
+199
1570
$10K ﹤0.01%
+116
1571
$10K ﹤0.01%
388
1572
$10K ﹤0.01%
1,078
1573
$10K ﹤0.01%
+167
1574
$10K ﹤0.01%
88
1575
$10K ﹤0.01%
750
61 62
63
64 65