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
2151
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-3
2152
$0 ﹤0.01%
10
2153
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5
2154
$0 ﹤0.01%
6
2155
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-1,180
2156
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-1,000
2157
– –
-88,165
2158
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0
2159
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0
2160
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0
2161
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2162
– –
-29
2163
$0 ﹤0.01%
13
2164
$0 ﹤0.01%
+300
2165
$0 ﹤0.01%
5
2166
– –
0
2167
$0 ﹤0.01%
87
2168
$0 ﹤0.01%
359
2169
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-85
2170
$0 ﹤0.01%
+2
2171
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-1
2172
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0
2173
– –
-34,373
2174
– –
-20,789
2175
– –
-5,000
85 86
87
88 89