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
1801
$4K ﹤0.01%
25
-110
1802
$4K ﹤0.01%
4,600
1803
$4K ﹤0.01%
2,318
1804
$4K ﹤0.01%
+3,892
1805
$4K ﹤0.01%
10
1806
$4K ﹤0.01%
+8,403
1807
$4K ﹤0.01%
5,400
1808
$4K ﹤0.01%
+446
1809
$4K ﹤0.01%
6,364
+1,000
1810
$4K ﹤0.01%
6,200
+1,200
1811
$4K ﹤0.01%
300
1812
$4K ﹤0.01%
25
1813
$4K ﹤0.01%
100
1814
$4K ﹤0.01%
400
1815
$4K ﹤0.01%
+400
1816
$4K ﹤0.01%
400
-100
1817
$4K ﹤0.01%
333
1818
$4K ﹤0.01%
66
1819
$4K ﹤0.01%
+400
1820
$4K ﹤0.01%
400
1821
$4K ﹤0.01%
7,250
+1,300
1822
$4K ﹤0.01%
6,132
+100
1823
$4K ﹤0.01%
3,750
1824
$4K ﹤0.01%
+400
1825
$4K ﹤0.01%
+5,050
71 72
73
74 75