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
2001
$1K ﹤0.01%
1,400
2002
$1K ﹤0.01%
1,000
2003
$1K ﹤0.01%
50
2004
$1K ﹤0.01%
87
2005
$1K ﹤0.01%
+50
2006
$1K ﹤0.01%
+26
2007
$1K ﹤0.01%
6
2008
$1K ﹤0.01%
16
-1
2009
$1K ﹤0.01%
121
2010
$1K ﹤0.01%
+100
2011
$1K ﹤0.01%
39
-287
2012
$1K ﹤0.01%
10
2013
$1K ﹤0.01%
+859
2014
$1K ﹤0.01%
333
2015
$1K ﹤0.01%
137
2016
$1K ﹤0.01%
25
2017
$1K ﹤0.01%
+1,666
2018
$1K ﹤0.01%
+1,000
2019
$1K ﹤0.01%
1,600
+500
2020
$1K ﹤0.01%
1,666
2021
$1K ﹤0.01%
100
2022
$1K ﹤0.01%
+100
2023
$1K ﹤0.01%
976
2024
$1K ﹤0.01%
+800
2025
$1K ﹤0.01%
1,259
79 80
81
82 83