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
1876
$2K ﹤0.01%
200
1877
$2K ﹤0.01%
21
-119
1878
$2K ﹤0.01%
+24
1879
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+100
1880
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525
1881
$2K ﹤0.01%
+3,950
1882
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36
1883
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+21
1884
$2K ﹤0.01%
+27
1885
$2K ﹤0.01%
60
-40
1886
$2K ﹤0.01%
+5
1887
$2K ﹤0.01%
19
1888
$2K ﹤0.01%
+45
1889
$2K ﹤0.01%
+7
1890
$2K ﹤0.01%
31
1891
$2K ﹤0.01%
118
-703
1892
$2K ﹤0.01%
+40
1893
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50
1894
$2K ﹤0.01%
6
1895
$2K ﹤0.01%
20
1896
$2K ﹤0.01%
+2,000
1897
$2K ﹤0.01%
1,825
1898
$2K ﹤0.01%
+200
1899
$2K ﹤0.01%
2,119
+700
1900
$2K ﹤0.01%
2,633
74 75
76
77 78