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
1776
$5K ﹤0.01%
+361
1777
$5K ﹤0.01%
+500
1778
$5K ﹤0.01%
+500
1779
$5K ﹤0.01%
464
1780
$5K ﹤0.01%
7,600
1781
$5K ﹤0.01%
8,600
+1,000
1782
$5K ﹤0.01%
+7,350
1783
$5K ﹤0.01%
39
-24
1784
$5K ﹤0.01%
50
-32
1785
$5K ﹤0.01%
634
1786
$5K ﹤0.01%
18
1787
$5K ﹤0.01%
+58
1788
$5K ﹤0.01%
500
1789
$4K ﹤0.01%
80
-90
1790
$4K ﹤0.01%
48
+21
1791
$4K ﹤0.01%
75
1792
$4K ﹤0.01%
89
1793
$4K ﹤0.01%
425
1794
$4K ﹤0.01%
62
-45
1795
$4K ﹤0.01%
10
1796
$4K ﹤0.01%
25
-110
1797
$4K ﹤0.01%
4,600
1798
$4K ﹤0.01%
2,318
1799
$4K ﹤0.01%
+3,892
1800
$4K ﹤0.01%
10
70 71
72
73 74