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
1951
$1K ﹤0.01%
15
-15
1952
$1K ﹤0.01%
24
1953
$1K ﹤0.01%
25
1954
$1K ﹤0.01%
+8
1955
$1K ﹤0.01%
10
1956
$1K ﹤0.01%
5
1957
$1K ﹤0.01%
58
1958
$1K ﹤0.01%
+42
1959
$1K ﹤0.01%
135
1960
$1K ﹤0.01%
40
-40
1961
$1K ﹤0.01%
+50
1962
$1K ﹤0.01%
1,038
1963
$1K ﹤0.01%
+1,332
1964
$1K ﹤0.01%
1,666
1965
$1K ﹤0.01%
+100
1966
$1K ﹤0.01%
+100
1967
$1K ﹤0.01%
+100
1968
$1K ﹤0.01%
188
1969
$1K ﹤0.01%
+100
1970
$1K ﹤0.01%
99
-1
1971
$1K ﹤0.01%
+1,250
1972
$1K ﹤0.01%
+16
1973
$1K ﹤0.01%
+1,666
1974
$1K ﹤0.01%
+1,500
1975
$1K ﹤0.01%
1,000
77 78
79
80 81