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
1901
$2K ﹤0.01%
2,418
+1,000
1902
$2K ﹤0.01%
+200
1903
$2K ﹤0.01%
+200
1904
$2K ﹤0.01%
1,979
+500
1905
$2K ﹤0.01%
200
1906
$2K ﹤0.01%
200
1907
$2K ﹤0.01%
3,000
+500
1908
$2K ﹤0.01%
3,800
+600
1909
$2K ﹤0.01%
+200
1910
$2K ﹤0.01%
2,780
+780
1911
$2K ﹤0.01%
+200
1912
$2K ﹤0.01%
3,100
+1,000
1913
$2K ﹤0.01%
3,066
+1,000
1914
$2K ﹤0.01%
+200
1915
$2K ﹤0.01%
400
1916
$2K ﹤0.01%
3,366
1917
$2K ﹤0.01%
3,011
1918
$2K ﹤0.01%
+200
1919
$2K ﹤0.01%
+200
1920
$2K ﹤0.01%
+200
1921
$2K ﹤0.01%
3,332
+1,000
1922
$2K ﹤0.01%
+2,300
1923
$2K ﹤0.01%
1,604
1924
$2K ﹤0.01%
+35
1925
$2K ﹤0.01%
1,250
+1,000
75 76
77
78 79