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
1626
$9K ﹤0.01%
12,040
+500
1627
$9K ﹤0.01%
9,500
+500
1628
$8K ﹤0.01%
124
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
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500
1638
$8K ﹤0.01%
105
1639
$8K ﹤0.01%
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%
+205
1645
$8K ﹤0.01%
68
1646
$8K ﹤0.01%
+75
1647
$8K ﹤0.01%
473
-27,928
1648
$8K ﹤0.01%
1,090
1649
$8K ﹤0.01%
+330
1650
$8K ﹤0.01%
99