AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
2,444
New
Increased
Reduced
Closed

Top Buys

1 +$99.4M
2 +$16.7M
3 +$14.4M
4
DTM icon
DT Midstream
DTM
+$11.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.66M

Top Sells

1 +$15.6M
2 +$15.4M
3 +$15M
4
APD icon
Air Products & Chemicals
APD
+$14.7M
5
DTE icon
DTE Energy
DTE
+$11.6M

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
1626
$9K ﹤0.01%
14,046
+1,100
1627
$9K ﹤0.01%
500
1628
$8K ﹤0.01%
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1629
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350
1630
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170
1631
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+100
1632
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82
1633
$8K ﹤0.01%
343
1634
$8K ﹤0.01%
500
1635
$8K ﹤0.01%
+1,000
1636
$8K ﹤0.01%
136
1637
$8K ﹤0.01%
500
1638
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105
1639
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958
1640
$8K ﹤0.01%
504
1641
$8K ﹤0.01%
+70
1642
$8K ﹤0.01%
+43
1643
$8K ﹤0.01%
299
+250
1644
$8K ﹤0.01%
83
1645
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+205
1646
$8K ﹤0.01%
68
1647
$8K ﹤0.01%
+75
1648
$8K ﹤0.01%
148
1649
$8K ﹤0.01%
36
+8
1650
$8K ﹤0.01%
473
-27,928