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
1826
$4K ﹤0.01%
5,350
+300
1827
$4K ﹤0.01%
+400
1828
$4K ﹤0.01%
30
1829
$3K ﹤0.01%
100
1830
$3K ﹤0.01%
130
1831
$3K ﹤0.01%
6,000
+1,000
1832
$3K ﹤0.01%
22
1833
$3K ﹤0.01%
25
1834
$3K ﹤0.01%
855
-1,565
1835
$3K ﹤0.01%
37
1836
$3K ﹤0.01%
400
1837
$3K ﹤0.01%
666
1838
$3K ﹤0.01%
36
1839
$3K ﹤0.01%
48
1840
$3K ﹤0.01%
100
1841
$3K ﹤0.01%
50
1842
$3K ﹤0.01%
50
1843
$3K ﹤0.01%
+6,066
1844
$3K ﹤0.01%
108
1845
$3K ﹤0.01%
100
1846
$3K ﹤0.01%
150
1847
$3K ﹤0.01%
68
1848
$3K ﹤0.01%
+1,000
1849
$3K ﹤0.01%
+51
1850
$3K ﹤0.01%
3,175
72 73
74
75 76