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
1901
$2K ﹤0.01%
+5
1902
$2K ﹤0.01%
19
1903
$2K ﹤0.01%
+45
1904
$2K ﹤0.01%
+7
1905
$2K ﹤0.01%
31
1906
$2K ﹤0.01%
+40
1907
$2K ﹤0.01%
50
1908
$2K ﹤0.01%
6
1909
$2K ﹤0.01%
20
1910
$2K ﹤0.01%
1,825
1911
$2K ﹤0.01%
+200
1912
$2K ﹤0.01%
2,119
+700
1913
$2K ﹤0.01%
2,633
1914
$2K ﹤0.01%
2,418
+1,000
1915
$2K ﹤0.01%
+200
1916
$2K ﹤0.01%
479
1917
$2K ﹤0.01%
50
1918
$2K ﹤0.01%
18
1919
$2K ﹤0.01%
100
1920
$2K ﹤0.01%
176
1921
$2K ﹤0.01%
+100
1922
$2K ﹤0.01%
525
1923
$2K ﹤0.01%
+3,950
1924
$2K ﹤0.01%
175
1925
$2K ﹤0.01%
+21
75 76
77
78 79