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
1876
$2K ﹤0.01%
2,780
+780
1877
$2K ﹤0.01%
199
-4,801
1878
$2K ﹤0.01%
3,100
+1,000
1879
$2K ﹤0.01%
3,066
+1,000
1880
$2K ﹤0.01%
+200
1881
$2K ﹤0.01%
400
1882
$2K ﹤0.01%
3,366
1883
$2K ﹤0.01%
3,011
1884
$2K ﹤0.01%
+200
1885
$2K ﹤0.01%
+200
1886
$2K ﹤0.01%
+200
1887
$2K ﹤0.01%
3,332
+1,000
1888
$2K ﹤0.01%
+2,300
1889
$2K ﹤0.01%
1,604
1890
$2K ﹤0.01%
+35
1891
$2K ﹤0.01%
1,047
1892
$2K ﹤0.01%
10
1893
$2K ﹤0.01%
100
1894
$2K ﹤0.01%
25
1895
$2K ﹤0.01%
25
1896
$2K ﹤0.01%
250
1897
$2K ﹤0.01%
200
1898
$2K ﹤0.01%
21
-119
1899
$2K ﹤0.01%
+24
1900
$2K ﹤0.01%
36
74 75
76
77 78