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
1926
$2K ﹤0.01%
+27
1927
$2K ﹤0.01%
60
-40
1928
$2K ﹤0.01%
100
1929
$2K ﹤0.01%
118
-703
1930
$2K ﹤0.01%
4,366
+1,000
1931
$2K ﹤0.01%
+2,000
1932
$2K ﹤0.01%
1,250
+1,000
1933
$2K ﹤0.01%
2,932
1934
$2K ﹤0.01%
+200
1935
$2K ﹤0.01%
+1,900
1936
$2K ﹤0.01%
+50
1937
$1K ﹤0.01%
100
1938
$1K ﹤0.01%
+100
1939
$1K ﹤0.01%
+87
1940
$1K ﹤0.01%
1,075
+400
1941
$1K ﹤0.01%
1,666
1942
$1K ﹤0.01%
625
1943
$1K ﹤0.01%
20
1944
$1K ﹤0.01%
+52
1945
$1K ﹤0.01%
29
1946
$1K ﹤0.01%
8
1947
$1K ﹤0.01%
24
1948
$1K ﹤0.01%
+24
1949
$1K ﹤0.01%
36
1950
$1K ﹤0.01%
65
76 77
78
79 80