AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
1651
$8K ﹤0.01%
100
1652
$8K ﹤0.01%
63
1653
$8K ﹤0.01%
6,540
1654
$8K ﹤0.01%
800
1655
$8K ﹤0.01%
67
1656
$8K ﹤0.01%
800
+100
1657
$8K ﹤0.01%
11,850
+10,000
1658
$8K ﹤0.01%
6,093
1659
$8K ﹤0.01%
7,933
1660
$8K ﹤0.01%
83
1661
$8K ﹤0.01%
148
1662
$8K ﹤0.01%
36
+8
1663
$7K ﹤0.01%
+1,711
1664
$7K ﹤0.01%
175
1665
$7K ﹤0.01%
188
1666
$7K ﹤0.01%
51
+35
1667
$7K ﹤0.01%
+350
1668
$7K ﹤0.01%
60
1669
$7K ﹤0.01%
107
1670
$7K ﹤0.01%
22
1671
$7K ﹤0.01%
+100
1672
$7K ﹤0.01%
40
1673
$7K ﹤0.01%
200
1674
$7K ﹤0.01%
+189
1675
$7K ﹤0.01%
486
65 66
67
68 69