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
1601
$9K ﹤0.01%
228
1602
$9K ﹤0.01%
150
1603
$9K ﹤0.01%
30
1604
$9K ﹤0.01%
500
1605
$9K ﹤0.01%
70
+10
1606
$9K ﹤0.01%
16
1607
$9K ﹤0.01%
+68
1608
$9K ﹤0.01%
103
1609
$9K ﹤0.01%
184
1610
$9K ﹤0.01%
+93
1611
$9K ﹤0.01%
50
1612
$9K ﹤0.01%
+45
1613
$9K ﹤0.01%
5,000
1614
$9K ﹤0.01%
+244
1615
$9K ﹤0.01%
928
+628
1616
$9K ﹤0.01%
13,455
1617
$9K ﹤0.01%
16,944
+1,000
1618
$9K ﹤0.01%
+900
1619
$9K ﹤0.01%
900
1620
$9K ﹤0.01%
+900
1621
$9K ﹤0.01%
14,046
+1,100
1622
$9K ﹤0.01%
500
1623
$9K ﹤0.01%
347
1624
$9K ﹤0.01%
165
1625
$9K ﹤0.01%
200