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
2076
– –
-3,000
2077
$0 ﹤0.01%
12
2078
– –
-33
2079
– –
-500
2080
$0 ﹤0.01%
500
+100
2081
$0 ﹤0.01%
11
2082
$0 ﹤0.01%
36
2083
$0 ﹤0.01%
+32
2084
$0 ﹤0.01%
3
2085
$0 ﹤0.01%
18
2086
– –
-3,000
2087
$0 ﹤0.01%
1,000,000
2088
$0 ﹤0.01%
+468
2089
$0 ﹤0.01%
15
2090
$0 ﹤0.01%
+3
2091
$0 ﹤0.01%
4
+1
2092
– –
-41
2093
– –
-18,570
2094
$0 ﹤0.01%
8
2095
– –
-40
2096
$0 ﹤0.01%
287
2097
– –
-13,724
2098
– –
-22
2099
– –
-1,142
2100
$0 ﹤0.01%
8
82 83
84
85 86