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
1851
$3K ﹤0.01%
8
1852
$3K ﹤0.01%
5,589
1853
$3K ﹤0.01%
3,200
1854
$3K ﹤0.01%
300
1855
$3K ﹤0.01%
4,125
+1,000
1856
$3K ﹤0.01%
5,770
+1,200
1857
$3K ﹤0.01%
5,132
1858
$3K ﹤0.01%
80
1859
$3K ﹤0.01%
3,519
1860
$3K ﹤0.01%
+5,000
1861
$3K ﹤0.01%
+4,000
1862
$3K ﹤0.01%
100
1863
$3K ﹤0.01%
19
1864
$3K ﹤0.01%
3,179
1865
$3K ﹤0.01%
300
-5,910
1866
$3K ﹤0.01%
300
+100
1867
$3K ﹤0.01%
2,725
1868
$2K ﹤0.01%
2,607
+1,306
1869
$2K ﹤0.01%
+200
1870
$2K ﹤0.01%
1,979
+500
1871
$2K ﹤0.01%
200
1872
$2K ﹤0.01%
200
1873
$2K ﹤0.01%
3,000
+500
1874
$2K ﹤0.01%
3,800
+600
1875
$2K ﹤0.01%
+200
73 74
75
76 77